Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 19 36 EAST STREETSBORO ST · HUDSON, OH 44236 | Securities Custodian | $90,463 |
YURCHYK & DAVIS CPA'S, INC.9+ years Service code 10 · EIN 34-1638235 | Accounting | $37,100 |
CW BREITSMAN ASSOCIATES LLC3 years Service code 13 401 LIBERTY AVE · PITTSBURGH, PA 15222 | Contract Administrator | $32,400 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $15,550 |
MACALA & PIATT, LLC9+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $8,076 |
ALLEN BATES TECHNOLOGIES3 years Service code 15 600 MCKNIGHT PARK DR · PITTSBURGH, PA 15237 | Recordkeeping | $7,410 |
PBGC PREMIUM9+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $6,545 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 21 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $5,816 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 8.22% | 7.29%+0.9pp | 8.10%+0.1pp | 8.21%0pp |
| Employer contribution / active EE | $7,637 | $9,759-21.7% | $28,661-73.4% | $13,843-44.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |