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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $227,020 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $211,226 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $110,250 |
Filed as: ZENITH AMERICAN SOLUTIONS,INC. Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $92,575 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $79,171 |
PNC BANK, N.A.4+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $79,005 |
RBC WEALTH MANAGEMENT4+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $66,707 |
Service code 10 · EIN 23-2586736 | Accounting | $45,680 |
WRIGHT INVESTORS SERVICE2 years Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 | Investment Management | $41,540 |
Service code 29 · EIN 51-0082644 | Legal | $26,019 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.75% | 4.25%-9.0pp | -752.26%+747.5pp | 0.19%-4.9pp |
| Employer contribution / active EE | $12,623 | $11,906+6.0% | $31,802-60.3% | $13,763-8.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |