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| Provider | Service type | Compensation |
|---|---|---|
BEYER-BARBER COMPANY2+ years Service code 11 · EIN 23-2503024 | Actuarial | $65,520 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $62,840 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1008021 | Legal | $52,378 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $39,463 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 19 · EIN 25-1197336 | Securities Custodian | $29,612 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $26,480 |
RHUMBLINE ADVISORS2+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $17,500 |
Service code 29 1450 TWO CHATHAM CENTER · PITTSBURGH, PA 15219 | Legal | $14,382 |
EDWARD JONES2+ years Filed as: EDWARD KEARNS Service code 20 307 WEST 11TH STREET · DONORA, PA 15033 | Trustee (individual); Other fees | $5,663 |
BERNIE KLAWINSKI2+ years Service code 20 133 SHERWOOD DRIVE · GREENSBURG, PA 15601 | Trustee (individual); Other fees | $5,623 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 7.19% | 11.16%-4.0pp | 14.20%-7.0pp | 23.90%-16.7pp |
| Employer contribution / active EE | $12,636 | $17,064-25.9% | $27,968-54.8% | $16,539-23.6% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |