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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-8135720 1301 GRANDVIEW AVENUE · PITTSBURGH, PA 15211 | Advisory (Participants) | $20,769 |
Service code 15 · EIN 27-1155910 601 BROAD STREET · SEWICKLEY, PA 15143 | Recordkeeping | $7,304 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,991 | $65,376+23.9% | $87,102-7.0% | $65,185+24.2% |
| Participation rate | 82.1% | 75.3%+6.7pp | 76.9%+5.2pp | 70.2%+11.9pp |
| Annual return | 25.80% | 31.27%-5.5pp | 28.19%-2.4pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,453 | $1,822+34.6% | $2,521-2.7% | $2,177+12.7% |
| Participant deferral / active EE | $5,333 | $3,388+57.4% | $4,048+31.7% | $3,514+51.8% |
| Admin fee / account holder | $159 | $520-69.4% | $7,491-97.9% | $847-81.2% |