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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE FINANCIAL PLANNING4 years Service code 26 · EIN 20-8135720 1301 GRANDVIEW AVENUE · PITTSBURGH, PA 15211 | Advisory (Participants) | $38,174 |
Service code 15 · EIN 27-1155910 601 BROAD STREET · SEWICKLEY, PA 15143 | Recordkeeping | $11,587 |
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 | $83,172 | $65,453+27.1% | $86,691-4.1% | $66,930+24.3% |
| Participation rate | 87.8% | 75.5%+12.3pp | 76.6%+11.2pp | 69.8%+18.0pp |
| Annual return | -18.15% | -10.89%-7.3pp | 35.94%-54.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $2,506 | $2,154+16.4% | $2,837-11.7% | $2,545-1.5% |
| Participant deferral / active EE | $5,426 | $4,102+32.3% | $4,656+16.5% | $4,238+28.0% |
| Admin fee / account holder | $291 | $642-54.7% | $7,492-96.1% | $593-51.0% |