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| Provider | Service type | Compensation |
|---|---|---|
STEWART CAPITAL ADVISORS LLC3 years Service code 27 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Advisory (Plan) | $24,685 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 11 · EIN 39-1816008 | Actuarial | $17,475 |
S&T WEALTH MANAGEMENT4 years Service code 12 · EIN 25-0776600 | Direct payment from the plan; Trustee... | $12,567 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -11.45% | -3.51%-7.9pp | -5.12%-6.3pp | -5.25%-6.2pp |
| Employer contribution / active EE | $200 | $11,313-98.2% | $31,020-99.4% | $15,161-98.7% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |