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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT3 years Service code 26 · EIN 82-1932610 260 FORBES AVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $204,509 |
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 | $127,139 | $79,519+59.9% | $95,960+32.5% | $73,412+73.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.30% | 19.20%-2.9pp | 91.63%-75.3pp | 59.30%-43.0pp |
| Employer contribution / active EE | $11,494 | $2,048+461.3% | $2,541+352.3% | $2,234+414.6% |
| Participant deferral / active EE | $4,114 | $4,138-0.6% | $4,167-1.3% | $3,806+8.1% |
| Admin fee / account holder | $546 | $184+196.2% | $6,797-92.0% | $158+245.7% |