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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $366,523 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 39-1774284 | Investment Management | $355,044 |
AARON ANDERSON6+ years Service code 30 · EIN 36-6491120 | Employee (plan) | $251,170 |
Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Employee (plan) | $191,950 |
GERRY SLOWIAK6+ years Service code 30 · EIN 36-6491120 | Employee (plan) | $120,398 |
Service code 10 · EIN 30-0510353 | Accounting | $116,643 |
MARVELLA FRANCO6+ years Service code 30 · EIN 36-6491120 | Employee (plan) | $96,500 |
AIMEE C CISNEROS2 years Service code 30 · EIN 36-6491120 | Employee (plan) | $81,275 |
BRENDA ARRIOLA6+ years Service code 30 · EIN 36-6491120 | Employee (plan) | $67,329 |
MISTY DUNCAN3 years Service code 30 · EIN 36-6491120 | Employee (plan) | $66,652 |
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Employer 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 | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 33.04% | 24.46%+8.6pp | 11.08%+22.0pp | 13.24%+19.8pp |
| Employer contribution / active EE | $5,314 | $11,981-55.6% | $28,418-81.3% | $14,616-63.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |