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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $189,990 |
LORD ABBETT6+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $187,946 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $119,989 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS,INC. Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $81,349 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $71,317 |
PNC BANK, N.A.6+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $60,260 |
THE SEGAL COMPANY6+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $60,203 |
JENNINGS SIGMOND P.C.6+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $32,031 |
Service code 10 · EIN 23-2586736 | Accounting | $24,110 |
WRIGHT INVESTORS SERVICE4 years Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 | Investment Management | $22,326 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.85% | 6.41%+5.4pp | 8.01%+3.8pp | 11.45%+0.4pp |
| Employer contribution / active EE | $12,084 | $11,592+4.2% | $29,475-59.0% | $17,219-29.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |