| Provider | Service type | Compensation |
|---|---|---|
BAKER MEEKINS, INC.2+ years Service code 34 · EIN 52-1526490 1404 FRONT AVE · LUTHERVILLE, MD 21093 | Valuation (appraisals, etc.) | $126,040 |
PNC BANK, N.A.2+ years Service code 18 · EIN 25-1211909 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Custodial (other than securities); Tr... | $70,033 |
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 | $118,290 | $88,581+33.5% | $74,184+59.5% | $65,292+81.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 11.90% | 11.72%+0.2pp | 17.74%-5.8pp | 11.84%+0.1pp |
| Employer contribution / active EE | $7,261 | $3,021+140.4% | $2,370+206.4% | $2,302+215.5% |
| Participant deferral / active EE | $0 | $4,898-100.0% | $3,550-100.0% | $3,579-100.0% |
| Admin fee / account holder | $28 | $60-53.5% | $5,586-99.5% | $57-51.5% |