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| Provider | Service type | Compensation |
|---|---|---|
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER UNKOVIC SCOTT Service code 29 535 SMITHFIELD STREET SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $74,291 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 28 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Investment Management | $37,999 |
Filed as: W & W ACTUARIAL SERVICES INC Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD, BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $26,151 |
Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $25,265 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, STE 102 · CAMP HILL, PA 17011 | Contract Administrator | $22,043 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $12,502 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 201 N NEW YORK AVE, STE 300 · WINTER PARK, FL 32789 | Advisory (Plan) | $10,000 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY Service code 10 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,500 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.36% | 10.27%-5.9pp | 10.56%-6.2pp | 53.27%-48.9pp |
| Employer contribution / active EE | $22,025 | $12,273+79.5% | $30,197-27.1% | $14,774+49.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |