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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COURY INVESTMENT ADVISORS, INC Service code 26 · EIN 23-2919782 600 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $114,688 |
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 | $97,931 | $63,905+53.2% | $74,184+32.0% | $57,658+69.8% |
| Participation rate | 99.7% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 7.93% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $10,500 | $1,840+470.5% | $2,370+343.0% | $1,974+432.0% |
| Participant deferral / active EE | $3,179 | $3,448-7.8% | $3,550-10.4% | $3,061+3.9% |
| Admin fee / account holder | $254 | $91+178.7% | $5,586-95.5% | $95+168.5% |