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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $79,065 |
BAIRD INSURANCE SERVICES INC3+ 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) | $65,000 |
MOUNTJOY CHILTON MEDLEY LLP3+ years Filed as: MOUNTJOY, CHILDTON, MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $12,800 |
PNC BANK, N.A.3+ 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.)
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 | $338,901 | $80,753+319.7% | $136,298+148.6% | $62,293+444.0% |
| Participation rate | 93.6% | 73.5%+20.0pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 15.89% | 35.83%-19.9pp | 5156.27%-5140.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $7,824 | $2,884+171.3% | $4,696+66.6% | $2,042+283.1% |
| Participant deferral / active EE | $7,728 | $5,164+49.6% | $6,247+23.7% | $3,169+143.8% |
| Admin fee / account holder | $509 | $525-3.1% | $9,244-94.5% | $479+6.2% |