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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,266 | $45,266+59.6% | $103,693-30.3% | $65,306+10.7% |
| Participation rate | 75.4% | 53.3%+22.1pp | 72.6%+2.8pp | 57.7%+17.8pp |
| Annual return | 11.36% | 25.10%-13.7pp | 47.61%-36.3pp | 21.94%-10.6pp |
| Employer contribution / active EE | $1,052 | $1,765-40.4% | $2,920-64.0% | $1,967-46.6% |
| Participant deferral / active EE | $3,813 | $2,099+81.6% | $4,579-16.7% | $2,959+28.8% |
| Admin fee / account holder | $44 | $3,221-98.6% | $7,858-99.4% | $3,480-98.7% |