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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY8 years Service code 28 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Investment Management | $118,697 |
SCHNEIDER DOWNS & CO., INC.9+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE · PITTSBURGH, PA 152225416 | Accounting | $12,500 |
DUNBAR, BENDER & ZAPF, INC.9+ years Service code 11 · EIN 25-1650062 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Actuarial | $11,650 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER UNKOVIC SCOTT LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $6,932 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 12.86% | 7.22%+5.6pp | 6.78%+6.1pp | 8.21%+4.7pp |
| Employer contribution / active EE | $16,429 | $12,542+31.0% | $25,155-34.7% | $13,843+18.7% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |