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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN HURRAY PLANTZ Service code 27 409 BROAD STREET · SEWICKLEY, PA 15143 | Advisory (Plan) | $61,636 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,369 | $54,320-58.8% | $67,652-66.9% | $52,331-57.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.92% | 6.81%-8.7pp | 6625.40%-6627.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $2,826 | $1,544+83.1% | $2,266+24.7% | $1,882+50.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $261 | $527-50.4% | $4,821-94.6% | $592-55.9% |