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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC3+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $11,559 |
Employer contribution per participant 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 | $80,650 | $109,359-26.3% | $162,185-50.3% | $72,976+10.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.01% | 25.46%-6.5pp | 115.61%-96.6pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,165 | $3,907-70.2% | $5,613-79.2% | $2,440-52.2% |
| Participant deferral / active EE | $3,193 | $5,481-41.8% | $7,297-56.2% | $3,608-11.5% |
| Admin fee / account holder | $117 | $7,972-98.5% | $10,844-98.9% | $5,124-97.7% |