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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 310 GRANT STREET STE 802 · PITTSBURGH, PA 15219 | Advisory (Plan) | $50,750 |
RETIREMENT HORIZONS INC.1+ years Filed as: RETIREMENT HORIZONS Service code 15 · EIN 76-0551734 | Recordkeeping | $36,470 |
WTC CTF DIH1+ years Filed as: WTC-CIF II US INV GRADE CORP Service code 51 · EIN 04-6913417 | Investment Mgmt Fees | $35,787 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 52-2200060 3600 AMERICAN BLVD. W · BLOOMINGTON, MN 55431 | Actuarial | $17,450 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK, SCHAEFFER, HACKETT & CO. Service code 10 · EIN 31-0800053 10100 INNOVATION DRIVE, SUITE 400 · DAYTON, OH 45342 | Accounting | $10,311 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $9,614 |
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Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 8.19% | 11.70%-3.5pp | 7.32%+0.9pp | 18.35%-10.2pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |