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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES4+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $106,213 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $65,000 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $45,666 |
MEYER, UNKOVIC & SCOTT4+ years Service code 29 · EIN 25-1008021 | Legal | $33,777 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $31,140 |
Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $29,408 |
HALLETT ASSOCIATES, INC.4+ years Service code 11 · EIN 25-1592340 | Actuarial | $23,450 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $22,055 |
FINDLEY1 year Service code 11 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $21,850 |
COMMERCE BANK1 year Service code 28 · EIN 48-0962626 | Investment Management | $19,632 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -6.17% | 33.37%-39.5pp | -0.77%-5.4pp | 33.37%-39.5pp |
| Employer contribution / active EE | $1,157 | $11,253-89.7% | $29,514-96.1% | $11,253-89.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |