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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP1+ years Service code 13 · EIN 25-1603738 | Contract Administrator | $178,800 |
FIDUCIA GROUP LLC1+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $92,000 |
Filed as: SUNGARD Service code 33 377 EAST BUTTERFIELD ROAD, STE 800 · LOMBARD, IL 60148 | Securities brokerage | $26,819 |
TUCKER ARENSBERG1+ years Service code 29 · EIN 25-0711430 | Legal | $22,026 |
AMERICAN FUNDS1+ years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $14,501 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $7,600 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,629 | $55,516-30.4% | $75,784-49.0% | $59,188-34.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.16% | -1.89%+0.7pp | 9.68%-10.8pp | 5.51%-6.7pp |
| Employer contribution / active EE | $3,889 | $2,604+49.4% | $3,323+17.0% | $2,098+85.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $115 | $110+4.7% | $5,300-97.8% | $92+25.0% |