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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Securities Custodian | $510,608 |
CDS ADMINISTRATORS3 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $130,464 |
HENRY ROSSI & CO., LLP3 years Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $17,885 |
MEYER, UNKOVIC & SCOTT1 year Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $10,350 |
TUCKER ARENSBERG4 years Service code 29 · EIN 25-1425735 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $9,281 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 1300 EAST NINTH STREET SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $5,581 |
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 | $69,115 | $66,051+4.6% | $92,916-25.6% | $77,775-11.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 21.13% | 20.69%+0.4pp | 109.45%-88.3pp | 32.58%-11.4pp |
| Employer contribution / active EE | $4,324 | $3,426+26.2% | $3,654+18.4% | $2,504+72.7% |
| Participant deferral / active EE | $300 | $3,013-90.0% | $4,238-92.9% | $3,966-92.4% |
| Admin fee / account holder | $92 | $148-37.8% | $5,796-98.4% | $100-8.2% |