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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY4 years Service code 28 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Investment Management | $114,045 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC SCOTT LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $13,381 |
SCHNEIDER DOWNS & CO., INC.5+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE · PITTSBURGH, PA 152225416 | Accounting | $10,258 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 11 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 152196114 | Actuarial | $8,600 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | -0.13% | 9.41%-9.5pp | 793.01%-793.1pp | 9.29%-9.4pp |
| Employer contribution / active EE | $10,870 | $13,564-19.9% | $27,004-59.7% | $15,168-28.3% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |