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| Provider | Service type | Compensation |
|---|---|---|
Filed as: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $29,075 |
NWPS3 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $27,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,918 | $55,446+15.3% | $155,574-58.9% | $74,429-14.1% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 11.49% | 269.20%-257.7pp | 64.87%-53.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $2,617 | $2,266+15.5% | $4,676-44.0% | $2,625-0.3% |
| Participant deferral / active EE | $1,723 | $2,836-39.2% | $5,629-69.4% | $4,348-60.4% |
| Admin fee / account holder | $322 | $1,743-81.5% | $15,914-98.0% | $1,944-83.4% |