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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $84,611 |
Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $42,000 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $23,450 |
COWDEN ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1750131 | Actuarial | $21,990 |
STEPHEN J. O'BRIEN2 years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES,LLC Service code 29 · EIN 81-5178933 | Legal | $21,054 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $20,455 |
J. A. TAMSULA, INC.2 years Service code 15 · EIN 01-0734478 | Recordkeeping | $2,163 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.30% | 4.25%+3.1pp | -752.26%+759.6pp | 0.19%+7.1pp |
| Employer contribution / active EE | $11,240 | $11,906-5.6% | $31,802-64.7% | $13,763-18.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |