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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP2+ years Service code 13 · EIN 25-1603738 | Contract Administrator | $178,800 |
FIDUCIA GROUP LLC2+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $92,000 |
AMERICAN FUNDS2+ years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $27,381 |
Filed as: SUNGARD Service code 33 377 EAST BUTTERFIELD ROAD, STE 800 · LOMBARD, IL 60148 | Securities brokerage | $26,917 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $9,500 |
TUCKER ARENSBERG2+ years Service code 29 · EIN 25-0711430 | Legal | $7,760 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,812 | $54,392-26.8% | $84,753-53.0% | $63,975-37.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.26% | 611.38%-606.1pp | 22.78%-17.5pp | 48.65%-43.4pp |
| Employer contribution / active EE | $3,670 | $2,943+24.7% | $3,574+2.7% | $2,182+68.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $112 | $136-17.4% | $5,333-97.9% | $70+59.3% |