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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $33,400 |
ELLWOOD ASSOCIATES4+ years Service code 28 · EIN 36-3121777 | Investment Management | $17,750 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,624 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $11,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -6.73% | -114.98%+108.2pp | -102.04%+95.3pp | -82.66%+75.9pp |
| Employer contribution / active EE | $33,200 | $39,361-15.7% | $36,232-8.4% | $43,771-24.2% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |