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| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.1+ years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Pension Consulting | $6,703 |
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK & TRUST Service code 64 · EIN 95-6817943 PS BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $2,106 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,521 | $39,245+59.3% | $64,105-2.5% | $52,331+19.5% |
| Participation rate | 89.1% | 58.2%+30.9pp | 68.2%+21.0pp | 68.1%+21.0pp |
| Annual return | -1.13% | 14.79%-15.9pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,174 | $736+195.3% | $1,820+19.5% | $1,882+15.5% |
| Participant deferral / active EE | $1,571 | $1,992-21.1% | $2,822-44.3% | $3,022-48.0% |
| Admin fee / account holder | $71 | $592-88.1% | $4,499-98.4% | $592-88.0% |