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| Provider | Service type | Compensation |
|---|---|---|
GOFF BACKA ALFERA & COMPANY5+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $24,723 |
H2R CPA5+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $16,900 |
REED SMITH LLP5+ years Service code 29 · EIN 25-0749630 225 FIFTH AVENUE · PITTSBURGH, PA 15222 | Legal | $5,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,101 | $79,519-20.6% | $95,964-34.2% | $73,412-14.0% |
| Participation rate | 98.0% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 14.02% | 19.20%-5.2pp | 91.64%-77.6pp | 59.30%-45.3pp |
| Employer contribution / active EE | $1,869 | $2,048-8.7% | $2,541-26.4% | $2,234-16.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $133 | $184-27.9% | $6,797-98.0% | $158-15.9% |