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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY3 years Service code 28 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Investment Management | $116,813 |
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 11 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 152196114 | Actuarial | $17,700 |
SCHNEIDER DOWNS & CO., INC.4+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE · PITTSBURGH, PA 152225416 | Accounting | $9,965 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 4.88% | 13.58%-8.7pp | 18.06%-13.2pp | 13.59%-8.7pp |
| Employer contribution / active EE | $5,769 | $15,445-62.6% | $30,411-81.0% | $14,592-60.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |