| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15212 | Investment Mgmt Fees | $56,739 |
SEGALL BRYANT & HAMILL1+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $55,822 |
FICON1+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $24,491 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $9,718 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-0025081 BOX 5488 · BOSTON, MA 02206 | Custodial (securities); Investment ma... | $7,638 |
STANDARD VALUATIONS1+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $6,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,683-100.0% | $133,975-100.0% | $65,292-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.1%-87.1pp | 72.4%-72.4pp |
| Annual return | 1.39% | 9.63%-8.2pp | 29.29%-27.9pp | 11.84%-10.5pp |
| Employer contribution / active EE | $830 | $3,583-76.8% | $5,211-84.1% | $2,302-63.9% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,324-100.0% | $57-100.0% |