Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.2+ years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Pension Consulting | $7,735 |
LALLY & CO., LLC1 year Filed as: LALLY & CO. Service code 10 · EIN 25-1846963 5700 CORPORATE DRIVE · PITTSBURGH, PA 152325851 | Accounting | $5,800 |
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK & TRUST Service code 64 · EIN 95-6817943 PS BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,395 | $42,546+63.1% | $71,796-3.3% | $55,167+25.8% |
| Participation rate | 88.9% | 59.1%+29.8pp | 69.1%+19.8pp | 69.0%+19.9pp |
| Annual return | 8.90% | 12.36%-3.5pp | 78.04%-69.1pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,944 | $803+142.0% | $1,924+1.0% | $1,963-0.9% |
| Participant deferral / active EE | $1,699 | $2,064-17.7% | $2,794-39.2% | $3,054-44.4% |
| Admin fee / account holder | $97 | $650-85.0% | $4,815-98.0% | $504-80.7% |