Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC4 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS6+ years Service code 27 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $19,138 |
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 | $3,657 | $91,517-96.0% | $101,275-96.4% | $73,412-95.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.95% | 17.17%-8.2pp | 46.48%-37.5pp | 59.30%-50.3pp |
| Employer contribution / active EE | $596 | $2,877-79.3% | $3,660-83.7% | $2,234-73.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $47 | $216-78.4% | $5,948-99.2% | $158-70.4% |