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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $46,175 |
ELLWOOD ASSOCIATES5+ years Service code 28 · EIN 36-3121777 | Investment Management | $13,761 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $9,713 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $9,360 |
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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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 14.87% | 21.43%-6.6pp | 20.73%-5.9pp | 12.16%+2.7pp |
| Employer contribution / active EE | $97,333 | $39,472+146.6% | $36,503+166.6% | $44,747+117.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |