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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 68-0417308 680 ANDERSON DR · PITTSBURGH, PA 15220 | Advisory (Plan) | $22,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,121 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,012 | $48,337+36.6% | $67,560-2.3% | $80,959-18.5% |
| Participation rate | 87.3% | 66.4%+20.9pp | 72.9%+14.4pp | 67.7%+19.7pp |
| Annual return | 13.32% | 18.26%-4.9pp | 3533.50%-3520.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |