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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $81,889 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: J.J.B. HILLIARD, W.L. LYONS, LLC Service code 27 10200 FOREST GREEN BLVD SUITE 500 · LOUISVILLE, KY 40223 | Advisory (Plan) | $76,549 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Filed as: MOUNTJOY, CHILDTON, MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $12,500 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,204 | $88,324+185.5% | $115,038+119.2% | $55,191+357.0% |
| Participation rate | 90.0% | 72.5%+17.5pp | 81.4%+8.7pp | 69.2%+20.9pp |
| Annual return | -0.40% | 6.30%-6.7pp | 26.14%-26.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $7,503 | $2,805+167.5% | $4,608+62.8% | $1,899+295.1% |
| Participant deferral / active EE | $6,748 | $5,042+33.8% | $6,026+12.0% | $3,046+121.5% |
| Admin fee / account holder | $458 | $105+334.6% | $8,175-94.4% | $91+404.5% |