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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC5 years Filed as: FIDUCIA GROUP Service code 16 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Consulting | $16,000 |
Service code 10 · EIN 25-1851188 | Accounting | $14,000 |
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 | $41,131 | $100,801-59.2% | $149,715-72.5% | $73,412-44.0% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.5%+16.9pp | 72.2%+27.2pp |
| Annual return | 5.86% | 265.34%-259.5pp | 276.66%-270.8pp | 59.30%-53.4pp |
| Employer contribution / active EE | $3,106 | $3,312-6.2% | $4,645-33.1% | $2,234+39.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,806-100.0% |
| Admin fee / account holder | $28 | $181-84.5% | $9,310-99.7% | $158-82.2% |