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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 19 TWO ALLEGHENY CENTER NOVA TOWER 2 · PITTSBURGH, PA 15212 | Securities Custodian | $371,022 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Securities Custodian | $150,328 |
CDS ADMINISTRATORS5 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 220 · HARMONY, PA 16037 | Contract Administrator | $134,814 |
HENRY ROSSI & CO., LLP5 years Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $19,150 |
MEYER, UNKOVIC & SCOTT3 years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $16,760 |
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 | $81,118 | $88,770-8.6% | $109,191-25.7% | $93,010-12.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 18.81% | 60.64%-41.8pp | 25.76%-6.9pp | 158.70%-139.9pp |
| Employer contribution / active EE | $4,273 | $3,780+13.0% | $3,723+14.8% | $2,705+57.9% |
| Participant deferral / active EE | $296 | $3,630-91.8% | $4,653-93.6% | $4,561-93.5% |
| Admin fee / account holder | $100 | $172-41.9% | $6,756-98.5% | $152-34.0% |