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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 3 GATEWAY AVENUE, 401 LIBERTY AVENU · PITTSBURGH, PA 152221024 | Contract Administrator | $66,077 |
FOSTER & FOSTER4 years Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $32,912 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 6412 · NEW YORK, NY 10261 | Advisory (Plan) | $24,500 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 19 · EIN 56-0939887 214 N TYRON STREET · CHARLOTTE, NC 28202 | Securities Custodian | $14,250 |
STEVENS & LEE5 years Service code 29 · EIN 23-1886296 111 NORTH SIXTH STREET · READING, PA 19601 | Legal | $11,175 |
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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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 3.37% | 5.87%-2.5pp | 6.70%-3.3pp | 7.65%-4.3pp |
| Employer contribution / active EE | $6,355 | $10,827-41.3% | $25,217-74.8% | $20,582-69.1% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |