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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $105,280 |
C.S. MCKEE, L.P.2+ years Service code 28 · EIN 25-1900687 | Investment Management | $73,750 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 25-1211909 | Investment Management | $65,378 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Service code 29 · EIN 25-1381032 | Legal | $59,130 |
Service code 17 · EIN 36-4291971 | Pension Consulting | $30,000 |
COWDEN ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1750131 | Actuarial | $26,530 |
TEAMSTERS LOCAL NO. 2112+ years Service code 14 · EIN 25-0692867 | Plan Administrator | $17,542 |
ALBANESE SINCHAR SMITH & CO.2+ years Service code 10 · EIN 46-1686881 | Accounting | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 6.01% | 5.61%+0.4pp | 3.99%+2.0pp | 11.88%-5.9pp |
| Employer contribution / active EE | $13,886 | $20,606-32.6% | $38,279-63.7% | $14,612-5.0% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |