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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC1+ years Filed as: FIDUCIA Service code 27 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $12,500 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 601 BROAD STREET, SUITE 100 · SEWICKLEY, PA 15143 | Recordkeeping | $927 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID-ATLANTIC Service code 27 · EIN 27-3169253 | Advisory (Plan) | $0 |
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 | $68,426 | $70,002-2.3% | $115,037-40.5% | $52,331+30.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.73% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,969 | $2,715+46.2% | $4,608-13.9% | $1,882+110.9% |
| Participant deferral / active EE | $6,865 | $4,920+39.5% | $6,026+13.9% | $3,022+127.2% |
| Admin fee / account holder | $93 | $566-83.6% | $8,175-98.9% | $592-84.3% |