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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 25-1845908 401 LIBERTY AVE, 3 GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $41,052 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $29,125 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $20,590 |
MEYER, UNKOVIC & SCOTT3+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $14,083 |
PACKER THOMAS3+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $13,840 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $6,347 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,296 | $81,537-8.9% | $149,721-50.4% | $69,631+6.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 14.09% | 22.79%-8.7pp | 1501.67%-1487.6pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $3,444 | $3,239+6.3% | $5,444-36.7% | $2,032+69.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $163 | $107+52.4% | $11,282-98.6% | $110+47.5% |