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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $109,273 |
C.S. MCKEE, L.P.3+ years Service code 28 · EIN 25-1900687 | Investment Management | $76,690 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 25-1211909 | Investment Management | $64,669 |
COZEN O'CONNOR1 year Service code 29 · EIN 23-1732832 | Legal | $57,421 |
Service code 17 · EIN 36-4291971 | Pension Consulting | $30,000 |
COWDEN ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1750131 | Actuarial | $28,936 |
TEAMSTERS LOCAL NO. 2113+ years Service code 14 · EIN 25-0692867 | Plan Administrator | $20,791 |
ALBANESE SINCHAR SMITH & CO.3+ years Service code 10 · EIN 46-1686881 | Accounting | $10,000 |
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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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 12.74% | 11.20%+1.5pp | 9.60%+3.1pp | 13.95%-1.2pp |
| Employer contribution / active EE | $14,933 | $27,489-45.7% | $45,595-67.2% | $16,598-10.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |