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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS10+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $148,888 |
HEALTHCARE STRATEGIES, INC2 years Filed as: HEALTHCARE STRATEGIES INC Service code 13 · EIN 23-2848954 | Contract Administrator | $81,977 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $76,305 |
DOMENIC A BELLISARIO2 years Service code 29 310 GRANT STREET, STE 1302 · PITTSBURGH, PA 15219 | Legal | $16,817 |
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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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 9.78% | 9.01%+0.8pp | 8.99%+0.8pp | 8.39%+1.4pp |
| Employer contribution / active EE | $10,103 | $13,944-27.6% | $25,171-59.9% | $18,340-44.9% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |