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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $76,811 |
BAIRD INSURANCE SERVICES INC2+ 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) | $74,853 |
MOUNTJOY CHILTON MEDLEY LLP2+ years Filed as: MOUNTJOY, CHILDTON, MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $12,800 |
PNC BANK, N.A.2+ 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.)
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 | $273,184 | $75,183+263.4% | $123,894+120.5% | $55,167+395.2% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 7.36% | 19.01%-11.6pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $8,196 | $2,823+190.3% | $4,617+77.5% | $1,963+317.6% |
| Participant deferral / active EE | $8,048 | $5,084+58.3% | $5,984+34.5% | $3,054+163.5% |
| Admin fee / account holder | $480 | $663-27.6% | $8,357-94.3% | $504-4.8% |