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| Provider | Service type | Compensation |
|---|---|---|
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $48,300 |
WILMINGTON TRUST9 years Filed as: WILMINGTON TRUST, N.A. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $47,694 |
C.S. MCKEE, L.P.9 years Service code 27 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Advisory (Plan) | $34,302 |
MKS&H2 years Service code 10 · EIN 52-0547375 9475 DEERECO ROAD · TIMONIUM, MD 21093 | Accounting | $17,500 |
Filed as: BLUE RIDGE ASSOCIATES Service code 17 · EIN 13-4238973 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Pension Consulting | $10,944 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,771 | $101,499+44.6% | $147,005-0.2% | $74,546+96.9% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 9.72% | 8732.34%-8722.6pp | 418.76%-409.0pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $7,734 | $3,811+102.9% | $4,934+56.7% | $2,624+194.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $827 | $1,748-52.7% | $13,006-93.6% | $1,944-57.5% |