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| Provider | Service type | Compensation |
|---|---|---|
Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS3+ years Service code 27 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $11,662 |
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 | $3,016 | $60,545-95.0% | $92,240-96.7% | $69,631-95.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.06% | 19.71%-9.7pp | 176.29%-166.2pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $894 | $2,633-66.0% | $3,680-75.7% | $2,032-56.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $57 | $145-60.4% | $5,194-98.9% | $110-48.1% |