Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES7+ years Service code 13 · EIN 25-1352803 5 HOT METAL ST, 200 · PITTSBURGH, PA 15203 | Contract Administrator | $515,074 |
QMA7+ years Filed as: QMA LLC Service code 27 · EIN 22-2540245 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Advisory (Plan) | $514,584 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, LP Service code 27 · EIN 45-3328488 155 FLEET ST · PORTSMOUTH, NH 03801 | Advisory (Plan) | $322,879 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $102,120 |
LOOMIS SAYLES7+ years Filed as: LOOMIS,SAYLES & COMPANY, LP Service code 27 · EIN 04-3200030 1384 OLD FREEPORT RD · PITTSBURGH, PA 15238 | Advisory (Plan) | $86,384 |
ANDCO CONSULTING6 years Service code 50 · EIN 59-3676225 875 GREENTREE RD, 7 PKWY, 840 · PITTSBURGH, PA 15220 | Direct Payment | $85,000 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 1235 WESTLAKES DR, 400 · PITTSBURGH, PA 19312 | Advisory (Plan) | $68,217 |
EXETER TRUST COMPANY7+ years Service code 19 7945 MACARTHUR BLVD, 218 · CABIN JOHN, MD 20818 | Securities Custodian | $51,164 |
PNC BANK, N.A.7+ years Filed as: PNC ADVISORS Service code 19 · EIN 22-1146430 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Securities Custodian | $47,253 |
W&W ACTUARIAL SERVICES, INC.7+ years Service code 11 · EIN 23-2655612 410 SALINE STREET · PITTSBURGH, PA 15207 | Actuarial | $41,243 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 17.02% | 19.37%-2.4pp | 11.08%+5.9pp | 15.63%+1.4pp |
| Employer contribution / active EE | $12,264 | $13,107-6.4% | $28,418-56.8% | $11,476+6.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |