| Provider | Service type | Compensation |
|---|---|---|
BAKER MEEKINS, INC.1+ years Service code 34 · EIN 52-1526490 1404 FRONT AVE · LUTHERVILLE, MD 21093 | Valuation (appraisals, etc.) | $125,458 |
PNC BANK, N.A.1+ years Service code 18 · EIN 51-0015380 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Trustee (bank, trust company, or simi... | $68,701 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,291 | $82,422+32.6% | $67,652+61.5% | $67,505+61.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 75.7%+24.3pp | 71.2%+28.8pp |
| Annual return | -15.38% | 12.72%-28.1pp | 6625.40%-6640.8pp | 6.52%-21.9pp |
| Employer contribution / active EE | $10,356 | $2,879+259.8% | $2,266+357.1% | $2,173+376.6% |
| Participant deferral / active EE | $0 | $5,020-100.0% | $3,560-100.0% | $3,597-100.0% |
| Admin fee / account holder | $28 | $53-48.0% | $4,821-99.4% | $56-50.8% |