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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 36 EAST STREETSBORO ST · HUDSON, OH 44236 | Advisory (Plan) | $83,534 |
CW BREITSMAN ASSOCIATES LLC2 years Service code 13 401 LIBERTY AVE · PITTSBURGH, PA 15222 | Contract Administrator | $32,400 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $15,850 |
YURCHYK & DAVIS CPA'S, INC.8+ years Service code 10 · EIN 34-1638235 | Accounting | $9,900 |
ALLEN BATES TECHNOLOGIES2 years Service code 15 600 MCKNIGHT PARK DR · PITTSBURGH, PA 15237 | Recordkeeping | $7,533 |
PBGC PREMIUM8+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $6,442 |
MACALA & PIATT, LLC8+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $6,244 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $5,782 |
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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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 0.23% | 14.18%-13.9pp | 20.18%-20.0pp | 9.89%-9.7pp |
| Employer contribution / active EE | $12,847 | $10,771+19.3% | $29,108-55.9% | $14,313-10.2% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |