| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC1 year Service code 34 · EIN 45-5523881 9256 BENDIX RD, SUITE 300 · COLUMBIA, MD 21045 | Valuation (appraisals, etc.) | $90,975 |
PNC BANK, N.A.6+ years Service code 18 · EIN 22-1146430 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Custodial (other than securities); Ac... | $71,494 |
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 | $165,909 | $124,049+33.7% | $95,968+72.9% | $93,223+78.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 77.1%+22.9pp | 74.9%+25.1pp |
| Annual return | 4.60% | 22.17%-17.6pp | 91.65%-87.1pp | 19.29%-14.7pp |
| Employer contribution / active EE | $11,218 | $3,478+222.6% | $2,542+341.4% | $2,680+318.6% |
| Participant deferral / active EE | $0 | $6,147-100.0% | $4,167-100.0% | $4,563-100.0% |
| Admin fee / account holder | $22 | $73-69.9% | $6,798-99.7% | $79-72.3% |