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| Provider | Service type | Compensation |
|---|---|---|
AUREUS ASSET MANAGEMENT8+ years Service code 28 · EIN 20-0238667 ONE WINTHROP SQUARE · BOSTON, MA 02110 | Investment Management | $83,644 |
HEFREN-TILLOTSON, INC.7 years Filed as: HEFREN-TILLOTSON Service code 27 · EIN 25-1121408 308 7TH AVENUE · PITTSBURGH, PA 152223920 | Advisory (Plan) | $45,128 |
URISH POPECK & CO., LLC5 years Service code 10 · EIN 25-1306171 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Accounting | $6,942 |
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH & MANAGEMENT COMP Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $975 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,894 | $82,664+266.4% | $125,339+141.7% | $68,494+342.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.07% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $7,306 | $3,381+116.1% | $4,814+51.8% | $2,596+181.4% |
| Participant deferral / active EE | $11,697 | $6,110+91.4% | $7,446+57.1% | $4,027+190.4% |
| Admin fee / account holder | $994 | $6,275-84.2% | $10,010-90.1% | $5,403-81.6% |