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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT5 years Service code 27 · EIN 82-1932610 260 FORBES AVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $144,388 |
Filed as: FIDELITY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $34,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,202 | $72,303+88.4% | $86,691+57.1% | $64,814+110.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -13.86% | 392.77%-406.6pp | 35.94%-49.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $10,807 | $2,393+351.6% | $2,837+280.9% | $2,507+331.1% |
| Participant deferral / active EE | $4,005 | $4,660-14.0% | $4,656-14.0% | $4,310-7.1% |
| Admin fee / account holder | $315 | $174+80.8% | $7,492-95.8% | $188+67.5% |