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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $72,007 |
Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $42,000 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $28,660 |
COWDEN ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1750131 | Actuarial | $25,833 |
STEPHEN J. O'BRIEN1+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $21,891 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $19,850 |
Filed as: BUSINESS SYSTEMS CONSULTANTS Service code 15 439 BAYHILL DRIVE · MONROEVILLE, PA 15146 | Recordkeeping | $17,489 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.25% | 3.49%-4.7pp | 4.16%-5.4pp | 7.18%-8.4pp |
| Employer contribution / active EE | $10,520 | $11,083-5.1% | $29,966-64.9% | $13,095-19.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |