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| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC8 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 · EIN 26-0664784 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS10+ years Service code 28 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $18,487 |
CYPHER & CYPHER4 years Service code 10 · EIN 25-1385288 | Accounting | $6,930 |
CERITY PARTNERS1 year Service code 28 603 STANWIX ST STE1850 · PITTSBURGH, PA 15222 | Investment Management | $6,592 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,244 | $83,023-96.1% | $102,437-96.8% | $77,762-95.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 4.88% | 19.12%-14.2pp | 24.95%-20.1pp | 31.27%-26.4pp |
| Employer contribution / active EE | $1,272 | $3,552-64.2% | $3,871-67.1% | $2,728-53.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $36 | $639-94.3% | $8,388-99.6% | $433-91.7% |