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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,335 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP Service code 27 680 ANDERSON DRIVE · PITTSBURGH, PA 15220 | Advisory (Plan) | $4,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,220 | $76,050+18.6% | $96,544-6.6% | $71,457+26.3% |
| Participation rate | 58.2% | 74.4%-16.2pp | 76.0%-17.8pp | 67.9%-9.7pp |
| Annual return | 19.70% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.2pp |
| Employer contribution / active EE | $2,242 | $2,244-0.1% | $2,965-24.4% | $2,588-13.4% |
| Participant deferral / active EE | $5,056 | $4,215+19.9% | $4,851+4.2% | $4,289+17.9% |
| Admin fee / account holder | $111 | $2,707-95.9% | $8,252-98.7% | $1,587-93.0% |