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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $79,983 |
Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $48,417 |
STEPHEN J. O'BRIEN4 years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES,LLC Service code 29 · EIN 81-5178933 | Legal | $28,721 |
COWDEN ASSOCIATES, INC.5+ years Service code 11 · EIN 25-1750131 | Actuarial | $24,741 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $23,599 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $14,105 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 5.29% | 6.41%-1.1pp | 8.01%-2.7pp | 11.45%-6.2pp |
| Employer contribution / active EE | $12,799 | $11,592+10.4% | $29,475-56.6% | $17,219-25.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |