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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONFLUENCE WEALTH SERVICES Service code 27 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Plan) | $20,792 |
Filed as: DUNBAR, BENDER AND ZAPF, INC. Service code 13 · EIN 25-1650062 | Contract Administrator | $4,889 |
Filed as: THE EXECUTIVE CENTER Service code 99 8150 PERRY HWY · PITTSBURGH, PA 15237 | Other Fees | $1,160 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 25 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Directed Trustee | $938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,815 | $72,620+26.4% | $90,756+1.2% | $66,930+37.2% |
| Participation rate | 60.2% | 73.7%-13.5pp | 75.7%-15.5pp | 69.8%-9.6pp |
| Annual return | -20.40% | -12.28%-8.1pp | -12.16%-8.2pp | 1.57%-22.0pp |
| Employer contribution / active EE | $1,964 | $2,369-17.1% | $2,922-32.8% | $2,545-22.8% |
| Participant deferral / active EE | $4,295 | $3,979+8.0% | $4,565-5.9% | $4,238+1.4% |
| Admin fee / account holder | $6 | $707-99.1% | $8,445-99.9% | $593-98.9% |