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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $9,726 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $785 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,004 | $87,834+207.4% | $133,975+101.5% | $62,881+329.4% |
| Participation rate | 94.3% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+24.9pp |
| Annual return | 8.71% | 12.05%-3.3pp | 29.29%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $13,108 | $3,482+276.4% | $5,211+151.5% | $2,281+474.7% |
| Participant deferral / active EE | $13,955 | $4,812+190.0% | $6,282+122.2% | $3,203+335.7% |
| Admin fee / account holder | $90 | $5,372-98.3% | $9,324-99.0% | $4,296-97.9% |