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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500 · BETHESDA, MD 20814 | Investment Management | $44,051 |
ESTABROOK CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-0232647 900 3RD AVE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $30,488 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $29,779 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATION Service code 28 · EIN 41-1327339 790 CLEVELAND AVENUE S SUITE 2200 · ST PAUL, MN 55116 | Investment Management | $27,000 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Actuarial | $26,326 |
MAIRS & POWER, INC.1+ years Filed as: MAIRS AND POWER Service code 27 · EIN 41-0844499 332 MINNESOTA STREET W 1520 · SAINT PAUL, MN 55101 | Advisory (Plan) | $18,178 |
WESBANCO INC.1+ years Filed as: WESBANCO Service code 19 · EIN 55-0143590 1 BANK PLAZA · WHEELING, WV 26003 | Securities Custodian | $17,162 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $14,150 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $13,937 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSURANCE SERVICES Service code 23 · EIN 55-0329835 2 22ND STREET, SECOND FLOOR · WHEELING, WV 26003 | Insurance services | $10,592 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -4.02% | 0.06%-4.1pp | -0.81%-3.2pp | -0.60%-3.4pp |
| Employer contribution / active EE | $20,853 | $14,206+46.8% | $38,425-45.7% | $12,272+69.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |