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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT2 years Service code 26 · EIN 82-1932610 260 FORBES AVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $186,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,147 | $73,404+66.4% | $87,102+40.2% | $67,579+80.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 19.23% | 48.29%-29.1pp | 28.19%-9.0pp | 378.56%-359.3pp |
| Employer contribution / active EE | $10,629 | $2,014+427.8% | $2,521+321.6% | $2,148+394.9% |
| Participant deferral / active EE | $3,301 | $3,913-15.6% | $4,048-18.5% | $3,539-6.7% |
| Admin fee / account holder | $527 | $142+272.5% | $7,491-93.0% | $142+270.7% |