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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC TRUST Service code 19 ONE WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $23,992 |
CYPHER & CYPHER6 years Service code 10 · EIN 25-1385288 | Accounting | $6,361 |
STEPHEN J. O'BRIEN7+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $5,680 |
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 | $63,670 | $78,275-18.7% | $109,173-41.7% | $86,821-26.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.65% | 19.14%-7.5pp | 25.75%-14.1pp | 97.94%-86.3pp |
| Employer contribution / active EE | $2,682 | $3,105-13.6% | $3,723-27.9% | $2,406+11.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $451 | $198+127.1% | $6,755-93.3% | $170+165.7% |