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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES4+ years Service code 13 · EIN 25-1352803 5 HOT METAL ST, 200 · PITTSBURGH, PA 15203 | Contract Administrator | $521,431 |
LOOMIS SAYLES4+ years Filed as: LOOMIS,SAYLES & COMPANY, LP Service code 27 · EIN 04-3200030 1384 OLD FREEPORT RD · PITTSBURGH, PA 15238 | Advisory (Plan) | $377,931 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Advisory (Plan) | $223,246 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LP Service code 27 · EIN 45-3328488 155 FLEET ST · PORTSMOUTH, NH 03801 | Advisory (Plan) | $203,656 |
SYMONS CAPITAL MANAGEMENT4+ years Service code 27 · EIN 25-1430645 650 WASHINGTON RD, 800 · PITTSBURGH, PA 15228 | Advisory (Plan) | $201,019 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE LP Service code 27 · EIN 25-1900687 ONE GATEWAY CENTER, 8TH FLOOR · PITTSBURGH, PA 15222 | Advisory (Plan) | $130,724 |
ANDCO CONSULTING3 years Service code 50 · EIN 59-3676225 875 GREENTREE RD, 7 PKWY, 840 · PITTSBURGH, PA 15220 | Direct Payment | $85,000 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 1235 WESTLAKES DR, 400 · PITTSBURGH, PA 19312 | Advisory (Plan) | $58,745 |
PNC BANK, N.A.4+ years Filed as: PNC ADVISORS Service code 19 · EIN 22-1146430 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Securities Custodian | $55,482 |
SALTER & COMPANY, LLC3 years Service code 10 · EIN 20-8078757 4600 EAST WEST HWY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $51,804 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.50% | 2.02%-7.5pp | -752.26%+746.8pp | 33.37%-38.9pp |
| Employer contribution / active EE | $12,419 | $12,4220% | $31,802-61.0% | $11,253+10.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |