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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $62,840 |
BEYER-BARBER COMPANY1+ years Service code 11 · EIN 23-2503024 | Actuarial | $53,746 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $41,910 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $41,075 |
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 19 · EIN 25-1197336 | Securities Custodian | $32,125 |
Service code 29 1450 TWO CHATHAM CENTER · PITTSBURGH, PA 15219 | Legal | $25,194 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1008021 | Legal | $22,375 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $17,500 |
DONNA MAGGIOLINO1+ years Filed as: DONNA VARVA Service code 20 103 TYRONE AVENUE · UNIONTOWN, PA 15401 | Trustee (individual); Other fees | $5,848 |
BERNIE KLAWINSKI1+ years Service code 20 133 SHERWOOD DRIVE · GREENSBURG, PA 15601 | Trustee (individual); Other fees | $5,697 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 1.29% | 4.38%-3.1pp | 4.72%-3.4pp | 7.18%-5.9pp |
| Employer contribution / active EE | $11,959 | $13,406-10.8% | $30,821-61.2% | $13,095-8.7% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |