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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $46,200 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, N.A. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $34,241 |
C.S. MCKEE, L.P.1 year Service code 27 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Advisory (Plan) | $30,566 |
Filed as: MCLEAN,KOEHLER, SPARKS & HAMMOND Service code 10 · EIN 52-0547375 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Accounting | $16,750 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 320 E. TOWNSONTOWN BOULEVARD · BALTIMORE, MD 21286 | Legal | $8,206 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,756 | $75,183+117.8% | $123,894+32.2% | $55,167+196.8% |
| Participation rate | 97.9% | 72.8%+25.1pp | 81.4%+16.5pp | 69.0%+28.9pp |
| Annual return | 7.55% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $7,419 | $2,823+162.7% | $4,617+60.7% | $1,963+278.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $683 | $663+3.0% | $8,357-91.8% | $504+35.5% |