Filed December 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 SUITE B 5117 GREEN BAY RD · KENOSHA, WI 53144 | Other Services | $8,992 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,024 | $89,465-40.7% | $165,100-67.9% | $77,762-31.8% |
| Participation rate | 91.8% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.2pp |
| Annual return | 19.54% | 28.86%-9.3pp | 70.21%-50.7pp | 31.27%-11.7pp |
| Employer contribution / active EE | $3,192 | $2,565+24.5% | $4,348-26.6% | $2,728+17.0% |
| Participant deferral / active EE | $4,300 | $4,904-12.3% | $6,035-28.7% | $4,651-7.5% |
| Admin fee / account holder | $40 | $340-88.3% | $12,696-99.7% | $433-90.8% |