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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $258,792 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $90,253 |
HANDY & HARMAN LTD.2 years Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $67,965 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $42,405 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $27,270 |
Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $22,343 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $16,842 |
TIM MLSNA4+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES, LTD Service code 29 · EIN 37-1186514 | Legal | $13,371 |
ERICA KAWCZYNSKI1 year Filed as: ERICA ROCCHI BRUSSELARS Service code 17 721 JAMES STREET · PITTSBURGH, PA 15212 | Pension Consulting | $5,720 |
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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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -7.17% | -1.87%-5.3pp | -0.41%-6.8pp | -0.69%-6.5pp |
| Employer contribution / active EE | $19,388 | $8,333+132.7% | $15,396+25.9% | $16,786+15.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |