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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SD ADVANTAGE RET. SERVICES, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $6,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,408 | $55,449-83.0% | $83,850-88.8% | $56,287-83.3% |
| Participation rate | 96.7% | 68.0%+28.7pp | 76.1%+20.5pp | 69.9%+26.8pp |
| Annual return | -7.02% | -1.38%-5.6pp | 850.92%-857.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $463 | $2,430-80.9% | $3,631-87.2% | $2,111-78.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $61 | $656-90.8% | $5,478-98.9% | $521-88.4% |