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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC3+ years Filed as: FIDUCIA Service code 27 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $12,036 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 601 BROAD STREET, SUITE 100 · SEWICKLEY, PA 15143 | Recordkeeping | $3,125 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID-ATLANTIC Service code 27 · EIN 27-3169253 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,192 | $80,753-5.6% | $136,297-44.1% | $62,293+22.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.63% | 35.83%-10.2pp | 5156.19%-5130.6pp | 28.90%-3.3pp |
| Employer contribution / active EE | $1,656 | $2,884-42.6% | $4,696-64.7% | $2,042-18.9% |
| Participant deferral / active EE | $6,923 | $5,164+34.1% | $6,247+10.8% | $3,169+118.4% |
| Admin fee / account holder | $93 | $525-82.3% | $9,244-99.0% | $479-80.6% |