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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 21 · EIN 55-2111721 | Bank Trustee | $93,731 |
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $79,788 |
WESBANCO INC.2+ years Filed as: WESBANCO TRUST & INVESTMENT SERVICE Service code 21 · EIN 55-0143590 | Bank Trustee | $64,513 |
ARNETT CARBIS TOOTHMAN LLP2+ years Service code 10 · EIN 55-0486667 | Accounting | $12,160 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.52% | -2.48%-4.0pp | -102.04%+95.5pp | 0.19%-6.7pp |
| Employer contribution / active EE | $1,209 | $7,648-84.2% | $36,232-96.7% | $13,763-91.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |