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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Securities Custodian | $331,522 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 19 TWO ALLEGHENY CENTER NOVA TOWER 2 · PITTSBURGH, PA 15212 | Securities Custodian | $136,280 |
CDS ADMINISTRATORS4 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $130,888 |
MEYER, UNKOVIC & SCOTT2 years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $32,029 |
TUCKER ARENSBERG5 years Service code 29 · EIN 25-1425735 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $13,066 |
HENRY ROSSI & CO., LLP4 years Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $12,250 |
Participant 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 | $72,946 | $81,719-10.7% | $101,275-28.0% | $90,274-19.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.99% | 337.64%-325.7pp | 46.46%-34.5pp | 53.97%-42.0pp |
| Employer contribution / active EE | $3,667 | $3,622+1.2% | $3,660+0.2% | $2,523+45.3% |
| Participant deferral / active EE | $237 | $3,310-92.8% | $4,370-94.6% | $4,231-94.4% |
| Admin fee / account holder | $96 | $162-40.7% | $5,948-98.4% | $114-15.8% |