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| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC7 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS9+ years Service code 28 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $23,031 |
CYPHER & CYPHER3 years Service code 10 · EIN 25-1385288 | Accounting | $6,600 |
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 | $3,042 | $93,010-96.7% | $96,515-96.8% | $74,460-95.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.96% | 37.50%-23.5pp | 35.73%-21.8pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,116 | $3,427-67.4% | $3,740-70.2% | $2,638-57.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $34 | $633-94.6% | $6,735-99.5% | $348-90.1% |