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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $239,241 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $201,670 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $116,723 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS,INC. Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $92,931 |
PNC BANK, N.A.5+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $72,894 |
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $68,608 |
THE SEGAL COMPANY5+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $67,649 |
WRIGHT INVESTORS SERVICE3 years Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 | Investment Management | $44,488 |
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $29,169 |
Service code 29 · EIN 51-0082644 | Legal | $25,100 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 17.35% | 10.27%+7.1pp | 10.56%+6.8pp | 53.27%-35.9pp |
| Employer contribution / active EE | $12,233 | $12,273-0.3% | $30,197-59.5% | $14,774-17.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |