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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $22,188 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,579 | $121,341+213.6% | $189,537+100.8% | $79,391+379.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 20.32% | 21.08%-0.8pp | 555.34%-535.0pp | 116.88%-96.6pp |
| Employer contribution / active EE | $15,078 | $3,915+285.2% | $6,161+144.7% | $2,428+521.1% |
| Participant deferral / active EE | $17,592 | $6,395+175.1% | $8,220+114.0% | $4,046+334.8% |
| Admin fee / account holder | $108 | $651-83.4% | $12,048-99.1% | $627-82.7% |