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| Provider | Service type | Compensation |
|---|---|---|
CDS ADMINISTRATORS4 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $274,125 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900, · CLEVELAND, OH 44114 | Pension Consulting | $108,000 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $98,725 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $88,382 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $73,643 |
Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 90-6149946 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $36,168 |
FOSTER & FOSTER1 year Service code 11 1136 HAMILTON STREET, SUITE 103 · ALLENTOWN, PA 18101 | Actuarial | $24,970 |
MEYER, UNKOVIC & SCOTT2 years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $22,985 |
PHILADELPHIA TRUST COMPANY6+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 1760 MARKET STREET 2 · PHILADELPHIA, PA 19103 | Investment Management | $21,852 |
Filed as: MORGAN STANLEY Service code 28 ONE PPG PLACE, ONE, 1300 · PITTSBURGH, PA 15222 | Investment Management | $20,893 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.85% | 6.82%+2.0pp | 8.01%+0.8pp | 12.86%-4.0pp |
| Employer contribution / active EE | $12,372 | $12,695-2.5% | $29,476-58.0% | $13,687-9.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |