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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $86,655 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $57,820 |
ACRISURE1 year Filed as: ACRISURE MID-ATLANTIC PARTNERS INS Service code 11 · EIN 92-3652116 | Actuarial | $36,895 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $35,000 |
STEPHEN J. O'BRIEN9 years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES,LLC Service code 29 · EIN 81-5178933 | Legal | $19,894 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $17,577 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.46% | 8.62%-0.2pp | 8.99%-0.5pp | 10.52%-2.1pp |
| Employer contribution / active EE | $12,115 | $14,400-15.9% | $25,171-51.9% | $15,140-20.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |