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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY5 years Service code 28 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Investment Management | $141,141 |
DUNBAR, BENDER & ZAPF, INC.6+ years Service code 11 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 152196114 | Actuarial | $18,700 |
SCHNEIDER DOWNS & CO., INC.6+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE · PITTSBURGH, PA 152225416 | Accounting | $10,500 |
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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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 30.38% | 134.79%-104.4pp | 36.37%-6.0pp | 18.35%+12.0pp |
| Employer contribution / active EE | $7,317 | $12,114-39.6% | $37,223-80.3% | $14,669-50.1% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |