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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2919782 600 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $96,006 |
COURY FIRM ASSET MANAGEMENT3 years Filed as: COURY INVESTMENT ADVISORS, INC Service code 26 260 FORBES AVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $66,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,441 | $65,118+60.4% | $76,768+36.0% | $55,725+87.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.79% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $10,536 | $1,941+442.8% | $2,485+324.0% | $2,078+407.0% |
| Participant deferral / active EE | $3,271 | $3,688-11.3% | $3,852-15.1% | $3,356-2.5% |
| Admin fee / account holder | $402 | $116+247.2% | $6,675-94.0% | $115+249.2% |