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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS1+ years Service code 27 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $7,910 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,291 | $50,498-97.4% | $75,784-98.3% | $55,191-97.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -5.26% | 1.80%-7.1pp | 9.68%-14.9pp | 10.78%-16.0pp |
| Employer contribution / active EE | $652 | $2,291-71.6% | $3,323-80.4% | $1,899-65.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $17 | $123-86.5% | $5,300-99.7% | $91-81.7% |