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| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC6 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS8+ years Service code 27 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $22,236 |
CYPHER & CYPHER2 years Service code 10 · EIN 25-1385288 | Accounting | $5,300 |
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 | $2,820 | $106,236-97.3% | $112,249-97.5% | $64,819-95.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.93% | -6.02%-8.9pp | 27.48%-42.4pp | 32.84%-47.8pp |
| Employer contribution / active EE | $971 | $3,166-69.3% | $3,636-73.3% | $2,507-61.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $37 | $452-91.8% | $6,412-99.4% | $188-80.4% |