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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $172,396 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $136,665 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $93,930 |
PNC BANK, N.A.2 years Filed as: PNC BANK, AFL-CIO Service code 51 · EIN 22-1146430 | Investment Mgmt Fees | $79,134 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $73,109 |
CUNI, RUST & STRENK2 years Service code 11 · EIN 31-1227755 | Actuarial | $70,450 |
Service code 10 · EIN 61-1129886 | Accounting | $51,955 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $50,168 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $42,698 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $39,402 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 7.37% | 12.20%-4.8pp | 10.56%-3.2pp | 21.83%-14.5pp |
| Employer contribution / active EE | $12,441 | $12,801-2.8% | $30,199-58.8% | $12,237+1.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |