Filed November 19, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.2+ years Filed as: HERBEIN & CO. INC Service code 99 GULF TOWER · PITTSBURGH, PA 15219 | Other Fees | $11,200 |
METRO BENEFITS, INC.2+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 152375232 | Contract Administrator | $7,020 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,795 | $160,070-9.5% | $147,117-1.6% | $145,897-0.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | -93.64% | 98.69%-192.3pp | 420.54%-514.2pp | 552.29%-645.9pp |
| Employer contribution / active EE | $1,577 | $5,285-70.2% | $4,932-68.0% | $4,663-66.2% |
| Participant deferral / active EE | $4,742 | $8,419-43.7% | $8,065-41.2% | $6,689-29.1% |
| Admin fee / account holder | $1,076 | $15,035-92.8% | $12,993-91.7% | $13,390-92.0% |