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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $86,052 |
BAIRD INSURANCE SERVICES INC4+ 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 LLP4+ years Filed as: MOUNTJOY, CHILDTON, MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $12,800 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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).
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 | $323,085 | $73,102+342.0% | $123,552+161.5% | $56,287+474.0% |
| Participation rate | 88.7% | 74.3%+14.4pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | -5.06% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $7,156 | $2,977+140.4% | $4,628+54.6% | $2,111+239.0% |
| Participant deferral / active EE | $7,276 | $5,423+34.2% | $6,426+13.2% | $3,350+117.2% |
| Admin fee / account holder | $557 | $554+0.6% | $9,285-94.0% | $521+6.9% |