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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP2+ years Filed as: GEM GROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $195,600 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 P.O. BOX 5394 · NEW YORK, NY 101855394 | Investment Management | $107,397 |
AB FUNDS2+ years Filed as: ALLIANCE CAPITAL Service code 28 · EIN 13-4064930 | Investment Management | $80,439 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $65,485 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-4516330 | Investment Management | $60,548 |
Filed as: PRUDENTIAL FINANCIAL INS. CO. AMER. Service code 28 · EIN 22-1211670 | Investment Management | $55,461 |
TWIN CAPITAL MANAGEMENT2+ years Service code 28 3244 WASHINGTON ROAD · MCMURRAY, PA 15317 | Investment Management | $41,901 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN & ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $39,817 |
Filed as: CIM INVESTMENT MANAGEMENT Service code 28 · EIN 25-1738846 | Investment Management | $37,942 |
Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $30,000 |
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Employer contribution per participant 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.46% | 3.63%+3.8pp | 4.16%+3.3pp | 9.19%-1.7pp |
| Employer contribution / active EE | $3,136 | $11,363-72.4% | $29,966-89.5% | $12,608-75.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |