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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $253,436 |
PNC BANK, N.A.8+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $145,837 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $139,665 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS,INC. Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $97,806 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $82,672 |
THE SEGAL COMPANY8+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $61,904 |
Service code 10 · EIN 23-2586736 | Accounting | $50,420 |
JENNINGS SIGMOND P.C.8+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $33,392 |
WRIGHT INVESTORS SERVICE6 years Filed as: WRIGHT INVESTORS SERVICE, INC Service code 28 · EIN 06-1444342 | Investment Management | $30,172 |
Service code 29 · EIN 51-0082644 | Legal | $21,666 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.12% | -8.26%-2.9pp | -5.84%-5.3pp | 2.77%-13.9pp |
| Employer contribution / active EE | $11,069 | $12,543-11.8% | $31,839-65.2% | $15,262-27.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |