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| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC2 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS4+ years Service code 27 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $14,900 |
CYPHER & CYPHER1 year Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $5,071 |
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 | $2,513 | $56,443-95.5% | $83,831-97.0% | $55,725-95.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -10.73% | 393.67%-404.4pp | 850.99%-861.7pp | 244.93%-255.7pp |
| Employer contribution / active EE | $826 | $2,682-69.2% | $3,631-77.3% | $2,078-60.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $44 | $156-71.8% | $5,479-99.2% | $115-61.7% |