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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: SCHWARTZ & CO. Service code 27 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $36,662 |
PNC BANK, N.A.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $31,172 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 42-1558009 | Investment Management | $5,651 |
CHARLES SCHWAB & CO., INC.3+ years Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $153,402 | $155,795-1.5% | $136,298+12.5% | $69,634+120.3% |
| Participation rate | 75.4% | 75.2%+0.1pp | 81.9%-6.6pp | 70.7%+4.7pp |
| Annual return | 19.55% | 232464.33%-232444.8pp | 5156.27%-5136.7pp | 27572.26%-27552.7pp |
| Employer contribution / active EE | $2,082 | $2,991-30.4% | $4,696-55.7% | $2,032+2.4% |
| Participant deferral / active EE | $6,845 | $5,394+26.9% | $6,247+9.6% | $3,224+112.3% |
| Admin fee / account holder | $94 | $128-26.3% | $9,244-99.0% | $110-14.5% |