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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT1+ years Filed as: COURY INVESTMENT ADVISORS Service code 26 600 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $16,317 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,896 | $27,330+137.5% | $67,711-4.2% | $55,191+17.6% |
| Participation rate | 9.2% | 47.5%-38.3pp | 67.5%-58.3pp | 69.2%-60.0pp |
| Annual return | -4.41% | 8.81%-13.2pp | 25.41%-29.8pp | 10.78%-15.2pp |
| Employer contribution / active EE | $227 | $855-73.4% | $2,559-91.1% | $1,899-88.0% |
| Participant deferral / active EE | $576 | $1,709-66.3% | $3,585-83.9% | $3,046-81.1% |
| Admin fee / account holder | $434 | $109+297.1% | $4,255-89.8% | $91+378.0% |