Filed June 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $230,288 |
FIRST FINANCIAL BANK9 years Filed as: FIRST FINANCIAL BANK, N.A. Service code 25 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Directed Trustee | $44,700 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Custodial (other than securities) | $16,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,771 | $44,898-64.9% | $85,187-81.5% | $199,960-92.1% |
| Participation rate | 28.7% | 45.7%-17.0pp | 67.5%-38.8pp | 72.0%-43.3pp |
| Annual return | 13.58% | 20.98%-7.4pp | 66.67%-53.1pp | 34.28%-20.7pp |
| Employer contribution / active EE | $152 | $1,367-88.9% | $2,732-94.4% | $3,036-95.0% |
| Participant deferral / active EE | $2,205 | $2,670-17.4% | $4,525-51.3% | $5,087-56.7% |
| Admin fee / account holder | $133 | $585-77.4% | $6,162-97.8% | $269-50.8% |