| Provider | Service type | Compensation |
|---|---|---|
BAKER MEEKINS, INC.5+ years Service code 34 · EIN 52-1526490 1404 FRONT AVE · LUTHERVILLE, MD 21093 | Valuation (appraisals, etc.) | $129,210 |
PNC BANK, N.A.5+ years Service code 18 · EIN 22-1146430 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Trustee (bank, trust company, or simi... | $81,116 |
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 | $182,103 | $117,238+55.3% | $87,102+109.1% | $82,204+121.5% |
| Participation rate | 100.0% | 87.2%+12.7pp | 76.9%+23.1pp | 73.4%+26.6pp |
| Annual return | 16.92% | 25.80%-8.9pp | 28.19%-11.3pp | 26.31%-9.4pp |
| Employer contribution / active EE | $7,204 | $3,535+103.8% | $2,521+185.7% | $2,707+166.1% |
| Participant deferral / active EE | $0 | $5,976-100.0% | $4,048-100.0% | $4,246-100.0% |
| Admin fee / account holder | $26 | $81-67.6% | $7,493-99.6% | $76-65.2% |