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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139810 | Contract Administrator | $21,600 |
FIDUCIA GROUP LLC1+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $18,000 |
STEPHEN J. O'BRIEN1+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $7,043 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,546 | $50,464+4.1% | $75,784-30.7% | $52,331+0.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.40% | 1.03%-2.4pp | 9.68%-11.1pp | 4.54%-5.9pp |
| Employer contribution / active EE | $3,089 | $1,988+55.3% | $3,323-7.1% | $1,882+64.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $253 | $1,103-77.1% | $5,300-95.2% | $592-57.3% |