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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 11 · EIN 82-3719843 | Actuarial | $34,375 |
THE CONCORD ADVISORY GROUP4 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $16,152 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $10,600 |
PNC BANK, N.A.3 years Filed as: PNC Service code 21 · EIN 22-1146430 | Bank Trustee | $9,037 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 6300 BEE COVE ROAD · AUSTIN, TX 78745 | Investment Management | $6,657 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 12.16% | 9.74%+2.4pp | 12.68%-0.5pp | 9.89%+2.3pp |
| Employer contribution / active EE | $10,989 | $15,597-29.5% | $41,609-73.6% | $14,313-23.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |