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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $12,507 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $590 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $348,780 | $136,307+155.9% | $177,848+96.1% | $73,497+374.6% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.7pp | 70.7%+27.7pp |
| Annual return | 11.69% | 18.68%-7.0pp | 48.33%-36.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $14,448 | $3,712+289.2% | $5,919+144.1% | $2,270+536.5% |
| Participant deferral / active EE | $17,403 | $5,829+198.6% | $7,714+125.6% | $3,740+365.3% |
| Admin fee / account holder | $74 | $596-87.6% | $12,431-99.4% | $513-85.7% |