Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $107,400 |
C.S. MCKEE, L.P.1+ years Filed as: C.S MCKEE LP Service code 28 · EIN 25-1095051 | Investment Management | $105,795 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 526 SUPERIOR AVE., E. · CLEVELAND, OH 44114 | Legal | $36,804 |
MORRISON FIDUCIARY ADVISORS1+ years Service code 27 1405 MCFARLAND ROAD · PITTSBURGH, PA 15216 | Advisory (Plan) | $36,256 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $34,027 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $10,971 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASET SERVICING Service code 28 760 MOORE ROAD · KING OF PRUSSIA, PA 19406 | Investment Management | $8,224 |
CYPHER & CYPHER1+ years Service code 10 · EIN 25-1385288 | Accounting | $8,193 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 72 · EIN 22-1146430 | Other investment fees and expenses | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.32% | 0.68%+0.6pp | -1.61%+2.9pp | -0.60%+1.9pp |
| Employer contribution / active EE | $4,835 | $10,568-54.3% | $30,840-84.3% | $12,272-60.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |