Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $18,403 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1400 ABBOTT RD STE 100 · EAST LANSING, MI 48823 | Advisory (Plan) | $14,254 |
Annual investment return 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 | $184,842 | $88,203+109.6% | $165,100+12.0% | $74,478+148.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 9.83% | 17.13%-7.3pp | 70.21%-60.4pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $14,167 | $2,601+444.8% | $4,348+225.8% | $2,626+439.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $276 | $2,235-87.7% | $12,696-97.8% | $1,946-85.8% |