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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $25,802 |
FIDUCIA GROUP LLC6+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $21,000 |
Filed as: MID ATLANTIC TRUST Service code 19 ONE WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $15,992 |
CYPHER & CYPHER5 years Service code 10 · EIN 25-1385288 | Accounting | $11,605 |
STEPHEN J. O'BRIEN6+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $7,193 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,840 | $69,362-25.3% | $101,248-48.8% | $73,488-29.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.45% | 18.46%-7.0pp | 46.47%-35.0pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,698 | $2,628+40.7% | $3,660+1.0% | $2,270+62.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $285 | $704-59.5% | $5,945-95.2% | $513-44.4% |