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| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.6 years Service code 13 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $23,755 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,073 |
LAURA DITRICH-MOORHEAD1 year Service code 99 945 LATONKA DRIVE · MERCER, PA 16137 | Other Fees | $12,264 |
Filed as: MCKINLEY CARTER WEALTH SERVICES INC Service code 99 2100 MARKET STREET · WHEELING, WV 26003 | Other Fees | $11,819 |
LALLY & CO., LLC1 year Filed as: LALLY & CO, LLC Service code 99 5700 CORPORATE DRIVE, SUITE 800 · PITTSBURGH, PA 15237 | Other Fees | $11,500 |
Filed as: EMPOWER ADVISOR GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,729 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 1.57% | 84.19%-82.6pp | 64.87%-63.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |