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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $19,826 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1400 ABBOTT RD STE 100 · EAST LANSING, MI 48823 | Advisory (Plan) | $12,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,279 | $83,090+110.9% | $130,062+34.8% | $71,529+145.0% |
| Participation rate | 84.4% | 74.1%+10.3pp | 78.5%+5.9pp | 67.9%+16.5pp |
| Annual return | 24.75% | 20.61%+4.1pp | -137.37%+162.1pp | 28.97%-4.2pp |
| Employer contribution / active EE | $13,542 | $2,624+416.2% | $4,322+213.3% | $2,590+422.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $285 | $1,727-83.5% | $10,601-97.3% | $1,588-82.0% |