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| Provider | Service type | Compensation |
|---|---|---|
MEYER, UNKOVIC & SCOTT5+ years Service code 29 · EIN 25-1008021 | Legal | $159,356 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $62,840 |
BEYER-BARBER COMPANY5+ years Service code 11 · EIN 23-2503024 | Actuarial | $55,191 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $37,130 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATIONASSOCIATION Service code 29 13727 NOEL ROAD · DALLAS, TX 75240 | Legal | $36,852 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $23,197 |
PNC BANK, N.A.5+ years Filed as: PNC ADVISORS Service code 19 · EIN 25-1197336 | Securities Custodian | $19,816 |
VINCENT LOMBARDI1 year Filed as: VINCENT SZELIGO Service code 29 219 BROOKSIDE BLVD. · PITTSBURGH, PA 15241 | Legal | $12,535 |
Filed as: WALTER COSTELLO Service code 20 394 MALDEN ROAD · COAL CENTER, PA 15423 | Trustee (individual); Other fees | $5,850 |
EDWARD JONES5+ years Filed as: EDWARD KEARNS Service code 20 307 WEST 11TH STREET · DONORA, PA 15033 | Other fees; Trustee (individual) | $5,562 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 0.88% | 15.15%-14.3pp | 10.57%-9.7pp | 11.45%-10.6pp |
| Employer contribution / active EE | $20,515 | $16,781+22.2% | $29,483-30.4% | $17,219+19.1% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |