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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES8+ years Service code 13 · EIN 25-1352803 5 HOT METAL ST, 200 · PITTSBURGH, PA 15203 | Contract Administrator | $542,928 |
QMA8+ years Filed as: QMA LLC Service code 27 · EIN 22-2540245 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Advisory (Plan) | $509,004 |
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS, LP Service code 50 · EIN 45-3328488 155 FLEET ST · PORTSMOUTH, NH 03801 | Direct Payment | $238,296 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $98,093 |
ANDCO CONSULTING7 years Service code 50 · EIN 59-3676225 875 GREENTREE RD, 7 PKWY, 840 · PITTSBURGH, PA 15220 | Direct Payment | $85,000 |
LOOMIS SAYLES8+ years Filed as: LOOMIS,SAYLES & COMPANY, LP Service code 27 · EIN 04-3200030 1384 OLD FREEPORT RD · PITTSBURGH, PA 15238 | Advisory (Plan) | $79,916 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 1235 WESTLAKES DR, 400 · PITTSBURGH, PA 19312 | Advisory (Plan) | $66,095 |
PNC BANK, N.A.8+ years Filed as: PNC ADVISORS Service code 19 · EIN 22-1146430 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Securities Custodian | $59,425 |
EXETER TRUST COMPANY8+ years Service code 19 7945 MACARTHUR BLVD, 218 · CABIN JOHN, MD 20818 | Securities Custodian | $40,785 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Actuarial | $39,000 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.63% | -7.95%-1.7pp | -5.85%-3.8pp | 23.41%-33.0pp |
| Employer contribution / active EE | $12,864 | $13,972-7.9% | $31,839-59.6% | $12,650+1.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |