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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4 years Filed as: PNC Service code 27 · EIN 25-1211909 | Advisory (Plan) | $166,473 |
MILLER KAPLAN ARASE LLP5+ years Filed as: S.C. MILLER & COMPANY Service code 27 · EIN 35-1820020 | Advisory (Plan) | $54,312 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $42,000 |
L.M. HENDERSON & COMPANY, LLP5+ years Filed as: L.M. HENDERSON & CO., LLP Service code 10 · EIN 20-5520612 | Accounting | $13,100 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $9,665 |
REGIONS BANK1 year Service code 21 ONE INDIANA SQ. STE 902 · INDIANAPOLIS, IN 46204 | Bank Trustee | $5,047 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,469 | $81,719-44.4% | $101,264-55.1% | $90,274-49.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.19% | 337.64%-328.4pp | 46.48%-37.3pp | 53.97%-44.8pp |
| Employer contribution / active EE | $1,998 | $3,622-44.8% | $3,660-45.4% | $2,523-20.8% |
| Participant deferral / active EE | $935 | $3,310-71.8% | $4,370-78.6% | $4,231-77.9% |
| Admin fee / account holder | $120 | $162-26.2% | $5,947-98.0% | $114+4.8% |