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 |
|---|---|---|
FIDUCIA GROUP LLC2+ years Filed as: FIDUCIA Service code 27 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $15,000 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 601 BROAD STREET, SUITE 100 · SEWICKLEY, PA 15143 | Recordkeeping | $3,906 |
MID ATLANTIC CAPITAL CORPORATION2+ 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 | $88,045 | $75,183+17.1% | $123,894-28.9% | $55,167+59.6% |
| Participation rate | 88.2% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 10.02% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $3,437 | $2,823+21.7% | $4,617-25.6% | $1,963+75.1% |
| Participant deferral / active EE | $7,011 | $5,084+37.9% | $5,984+17.2% | $3,054+129.5% |
| Admin fee / account holder | $152 | $663-77.1% | $8,357-98.2% | $504-69.8% |