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| Provider | Service type | Compensation |
|---|---|---|
D.B. ROOT & COMPANY, LLC5 years Filed as: DB ROOT & COMPANY LLC Service code 27 436 7TH AVE STE 3100 · PITTSBURGH, PA 15219 | Advisory (Plan) | $16,716 |
DUNBAR, BENDER & ZAPF, INC.5 years Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $10,336 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-3200244 | Recordkeeping Fees | $6,123 |
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 | $94,004 | $60,454+55.5% | $81,844+14.9% | $74,459+26.2% |
| Participation rate | 71.4% | 63.0%+8.5pp | 72.4%-1.0pp | 67.2%+4.2pp |
| Annual return | 9.77% | 16.87%-7.1pp | 778.87%-769.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $1,418 | $2,630-46.1% | $2,916-51.4% | $2,626-46.0% |
| Participant deferral / active EE | $2,638 | $3,398-22.4% | $4,323-39.0% | $4,350-39.4% |
| Admin fee / account holder | $235 | $1,490-84.2% | $7,355-96.8% | $1,945-87.9% |