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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Securities Custodian | $256,060 |
CDS ADMINISTRATORS2 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $129,665 |
TUCKER ARENSBERG3 years Service code 29 · EIN 25-1425735 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $35,399 |
HENRY ROSSI & CO., LLP2 years Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $33,250 |
LIBERTY GROUP LLC1 year Filed as: LIBERTY INSURANCE Service code 23 1910 COCHRAN ROAD, SUITE 800 · PITTSBURGH, PA 15220 | Insurance services | $17,653 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,657 | $60,396+28.6% | $83,831-7.4% | $75,289+3.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.38% | 3.84%-9.2pp | 850.99%-856.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,602 | $3,343+7.8% | $3,631-0.8% | $2,405+49.8% |
| Participant deferral / active EE | $290 | $2,922-90.1% | $4,082-92.9% | $3,739-92.2% |
| Admin fee / account holder | $137 | $141-2.9% | $5,479-97.5% | $102+34.1% |