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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-1544721 | Contract Administrator | $91,249 |
COWDEN ASSOCIATES, INC.9+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $43,703 |
WESBANCO INC.6 years Filed as: WESBANCO TRUST AND INVESTMENT SERVI Service code 19 · EIN 55-0143590 | Securities Custodian | $39,318 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $34,500 |
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 51 · EIN 45-3240790 | Investment Mgmt Fees | $28,505 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 52-2037618 | Investment Management | $28,223 |
MAIRS & POWER, INC.9+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $26,222 |
MCELHANEY & ASSOCIATES, LLC7 years Service code 10 · EIN 38-3806684 | Accounting | $25,000 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $21,193 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $11,641 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 10.25% | 11.26%-1.0pp | 12.68%-2.4pp | 37.74%-27.5pp |
| Employer contribution / active EE | $11,301 | $10,658+6.0% | $41,609-72.8% | $15,788-28.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |