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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889436 | Investment Management | $151,268 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $105,708 |
THE SEGAL COMPANY3 years Service code 10 261 OLD YORK ROAD · JENKINTOWN, PA 19046 | Accounting | $26,250 |
PNC BANK, N.A.10+ years Service code 19 · EIN 22-1146430 | Securities Custodian | $21,007 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $13,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $111,335-59.1% | $214,702-78.8% | $65,306-30.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 87.5%+12.5pp | 57.7%+42.3pp |
| Annual return | 9.36% | 22.64%-13.3pp | 54.55%-45.2pp | 21.94%-12.6pp |
| Employer contribution / active EE | $3,513 | $3,806-7.7% | $6,461-45.6% | $1,967+78.6% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $488 | $5,028-90.3% | $19,830-97.5% | $3,480-86.0% |