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| Provider | Service type | Compensation |
|---|---|---|
GOFF BACKA ALFERA & COMPANY6+ years Service code 34 · EIN 25-1871184 3325 SAW MILL RUN BOULEVARD, STE A · PITTSBURGH, PA 15227 | Valuation (appraisals, etc.) | $25,725 |
H2R CPA6+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $20,250 |
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 | $56,805 | $185,342-69.4% | $111,308-49.0% | $86,821-34.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 0.09% | 500.80%-500.7pp | 54.67%-54.6pp | 97.94%-97.8pp |
| Employer contribution / active EE | $1,904 | $2,246-15.2% | $2,732-30.3% | $2,406-20.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $116 | $255-54.5% | $7,965-98.5% | $170-31.5% |