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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $12,521 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $695 |
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 | $300,518 | $89,739+234.9% | $149,721+100.7% | $62,293+382.4% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 20.46% | 21.01%-0.5pp | 1501.67%-1481.2pp | 28.90%-8.4pp |
| Employer contribution / active EE | $13,855 | $3,233+328.6% | $5,444+154.5% | $2,042+578.4% |
| Participant deferral / active EE | $14,722 | $4,797+206.9% | $6,568+124.1% | $3,169+364.6% |
| Admin fee / account holder | $89 | $551-83.9% | $11,282-99.2% | $479-81.5% |