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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139810 | Contract Administrator | $21,600 |
FIDUCIA GROUP LLC2+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $21,000 |
STEPHEN J. O'BRIEN2+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $10,090 |
CYPHER & CYPHER1 year Service code 10 | Accounting | $6,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,211 | $52,884+6.3% | $84,753-33.7% | $55,167+1.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.73% | 18.03%-14.3pp | 22.78%-19.1pp | 169.23%-165.5pp |
| Employer contribution / active EE | $3,411 | $2,233+52.7% | $3,574-4.6% | $1,963+73.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $366 | $581-37.0% | $5,333-93.1% | $504-27.4% |