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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $69,293 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: SCHWARTZ & CO. Service code 27 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $30,620 |
CLAYTON & MCKERVEY PC2+ years Filed as: CLAYTON & MCKERVEY Service code 10 · EIN 38-2383796 | Accounting | $9,250 |
CHARLES SCHWAB & CO., INC.2+ years Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,315 | $80,177+100.0% | $123,894+29.4% | $57,661+178.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 81.4%+0.4pp | 70.2%+11.6pp |
| Annual return | 9.22% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $7,222 | $2,913+147.9% | $4,617+56.4% | $1,974+265.9% |
| Participant deferral / active EE | $7,997 | $5,130+55.9% | $5,984+33.6% | $3,061+161.3% |
| Admin fee / account holder | $172 | $106+61.9% | $8,357-97.9% | $95+82.1% |