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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC3+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $21,000 |
GEMGROUP3+ years Service code 13 · EIN 25-1139810 | Contract Administrator | $16,200 |
STEPHEN J. O'BRIEN3+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $8,296 |
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $5,400 |
CYPHER & CYPHER2 years Service code 10 · EIN 25-1385288 | Accounting | $5,000 |
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 | $61,333 | $58,726+4.4% | $92,240-33.5% | $62,293-1.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.85% | 43.62%-32.8pp | 176.29%-165.4pp | 28.90%-18.0pp |
| Employer contribution / active EE | $3,027 | $2,392+26.6% | $3,680-17.7% | $2,042+48.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $361 | $556-35.0% | $5,194-93.0% | $479-24.6% |