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| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.5 years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Pension Consulting | $4,400 |
Service code 15 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $1,050 |
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 | $72,266 | $45,900+57.4% | $94,057-23.2% | $64,340+12.3% |
| Participation rate | 75.4% | 50.6%+24.9pp | 73.3%+2.1pp | 55.2%+20.2pp |
| Annual return | 11.36% | 50.47%-39.1pp | 480.62%-469.3pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,052 | $1,612-34.8% | $2,933-64.2% | $1,862-43.5% |
| Participant deferral / active EE | $3,813 | $2,102+81.4% | $4,709-19.0% | $2,980+27.9% |
| Admin fee / account holder | $44 | $3,143-98.6% | $7,244-99.4% | $3,703-98.8% |