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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,817 |
Service code 10 1001 STATE STREET · ERIE, PA 16501 | Accounting | $13,500 |
DUNBAR, BENDER & ZAPF, INC.4 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $5,200 |
HOUSTON HARBAUGH2 years Service code 29 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Legal | $966 |
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 | $101,402 | $58,895+72.2% | $178,503-43.2% | $73,497+38.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.72% | 24.86%-14.1pp | 151.12%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $2,195 | $2,236-1.8% | $5,011-56.2% | $2,270-3.3% |
| Participant deferral / active EE | $5,094 | $2,567+98.4% | $5,202-2.1% | $3,740+36.2% |
| Admin fee / account holder | $256 | $400-36.1% | $13,987-98.2% | $513-50.1% |