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 |
|---|---|---|
CDS ADMINISTRATORS3 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $272,689 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $218,181 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $168,321 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $103,300 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900, · CLEVELAND, OH 44114 | Pension Consulting | $93,914 |
TUCKER ARENSBERG4 years Service code 29 · EIN 25-1425735 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $42,476 |
Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 90-6149946 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $36,408 |
MEYER, UNKOVIC & SCOTT1 year Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $32,005 |
BEYER-BARBER COMPANY4 years Filed as: BEYER BARBER Service code 11 · EIN 23-2503024 1136 HAMILTON STREET, SUITE 103 · ALLENTOWN, PA 18101 | Actuarial | $28,600 |
PHILADELPHIA TRUST COMPANY5+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 1760 MARKET STREET 2 · PHILADELPHIA, PA 19103 | Investment Management | $20,215 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.85% | 12.20%+7.7pp | 10.56%+9.3pp | 21.83%-2.0pp |
| Employer contribution / active EE | $16,277 | $12,801+27.2% | $30,199-46.1% | $12,237+33.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |