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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $222,982 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $221,587 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $104,319 |
PNC BANK, N.A.3+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $87,687 |
Filed as: ZENITH AMERICAN SOLUTIONS,INC.. Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $77,873 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $68,282 |
RBC WEALTH MANAGEMENT3+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $61,462 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $48,681 |
Service code 29 · EIN 51-0082644 | Legal | $45,660 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 | Investment Management | $43,115 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.61% | 11.78%+1.8pp | 8.32%+5.3pp | 23.90%-10.3pp |
| Employer contribution / active EE | $12,194 | $11,309+7.8% | $30,793-60.4% | $16,539-26.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |