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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 28 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Investment Management | $106,434 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC SCOTT Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $40,402 |
W&W ACTUARIAL SERVICES, INC.3+ years Filed as: W & W ACTUARIAL SERVICES, INC. Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD, BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $25,563 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 4785 LINGSLESTOWN ROAD, STE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $20,195 |
THE BANK OF NEW YORK MELLON3+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $16,793 |
APEX CAPITAL MANAGEMENT3+ years Service code 28 · EIN 31-1198068 8163 OLD YANKEE ST E · DAYTON, OH 45458 | Investment Management | $13,340 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $10,000 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 6.60% | 1.05%+5.6pp | -752.26%+758.9pp | -0.69%+7.3pp |
| Employer contribution / active EE | $29,140 | $11,363+156.5% | $31,802-8.4% | $16,786+73.6% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |