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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER8+ years Filed as: MANNING AND NAPIER, INC. Service code 28 · EIN 16-0995736 | Investment Management | $143,034 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $64,234 |
FEDERATED7 years Filed as: FEDERATED EQUITY Service code 28 · EIN 51-0366757 | Investment Management | $60,489 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $27,700 |
USI CONSULTING GROUP1 year Service code 11 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $21,200 |
PNC BANK, N.A.8+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $20,440 |
MEYER, UNKOVIC & SCOTT8+ years Service code 29 · EIN 25-1344985 | Legal | $12,138 |
FELIX & GLOEKLER8+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $7,300 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 0.15% | 146.80%-146.6pp | 20.18%-20.0pp | 22.81%-22.7pp |
| Employer contribution / active EE | $12,506 | $13,016-3.9% | $29,108-57.0% | $18,290-31.6% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |