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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $138,650 |
FIDUCIA GROUP LLC3+ years Service code 26 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Advisory (Participants) | $105,297 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $100,324 |
TUCKER ARENSBERG3+ years Service code 29 · EIN 25-0711430 | Legal | $18,542 |
Filed as: SUNGARD Service code 33 377 EAST BUTTERFIELD ROAD, STE 800 · LOMBARD, IL 60148 | Securities brokerage | $15,125 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $9,500 |
AMERICAN FUNDS3+ years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $8,681 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,604 | $221,442-80.3% | $92,240-52.7% | $77,958-44.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.93% | 15.65%-3.7pp | 176.29%-164.4pp | 20.87%-8.9pp |
| Employer contribution / active EE | $5,088 | $3,226+57.7% | $3,680+38.3% | $2,310+120.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $119 | $210-43.2% | $5,194-97.7% | $97+22.3% |