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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT3+ years Filed as: COURY INVESTMENT ADVISORS Service code 26 · EIN 23-2919782 260 FORBES AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $12,994 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $104 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,206 | $36,767+123.6% | $81,473+0.9% | $62,293+32.0% |
| Participation rate | 11.3% | 54.4%-43.2pp | 68.0%-56.7pp | 69.5%-58.2pp |
| Annual return | 11.64% | 173.80%-162.2pp | 38.78%-27.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $259 | $1,128-77.0% | $2,568-89.9% | $2,042-87.3% |
| Participant deferral / active EE | $799 | $2,111-62.2% | $3,537-77.4% | $3,169-74.8% |
| Admin fee / account holder | $536 | $797-32.8% | $4,561-88.3% | $479+11.8% |