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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Advisory (Plan) | $17,838 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 11 · EIN 39-1816008 | Actuarial | $11,220 |
S&T WEALTH MANAGEMENT2 years Service code 12 · EIN 25-0776600 | Direct payment from the plan; Claims ... | $9,426 |
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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 | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 14.00% | 9.93%+4.1pp | -2.84%+16.8pp | 9.29%+4.7pp |
| Employer contribution / active EE | $10,584 | $11,565-8.5% | $33,329-68.2% | $15,168-30.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |