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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $76,214 |
Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $42,000 |
COWDEN ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1750131 | Actuarial | $30,507 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $25,138 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $23,650 |
STEPHEN J. O'BRIEN1 year Filed as: STEPHEN J. O'BRIEN & ASSOCIATES,LLC Service code 29 · EIN 81-5178933 | Legal | $19,240 |
J. A. TAMSULA, INC.1 year Service code 15 · EIN 01-0734478 | Recordkeeping | $1,050 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.61% | 11.78%-2.2pp | 8.32%+1.3pp | 23.90%-14.3pp |
| Employer contribution / active EE | $10,765 | $11,309-4.8% | $30,793-65.0% | $16,539-34.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |