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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC4+ years Filed as: FIDUCIA Service code 27 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $18,999 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 601 BROAD STREET, SUITE 100 · SEWICKLEY, PA 15143 | Recordkeeping | $2,275 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID-ATLANTIC Service code 27 · EIN 27-3169253 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,425 | $73,102-3.7% | $123,549-43.0% | $56,287+25.1% |
| Participation rate | 87.9% | 74.3%+13.6pp | 82.3%+5.6pp | 69.9%+18.0pp |
| Annual return | -1.86% | 3.01%-4.9pp | 119.20%-121.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $913 | $2,977-69.3% | $4,628-80.3% | $2,111-56.7% |
| Participant deferral / active EE | $6,593 | $5,423+21.6% | $6,426+2.6% | $3,350+96.8% |
| Admin fee / account holder | $95 | $554-82.8% | $9,284-99.0% | $521-81.7% |