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| Provider | Service type | Compensation |
|---|---|---|
D.B. ROOT & COMPANY, LLC1 year Filed as: DB ROOT CO Service code 27 436 SEVENTH AVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $25,959 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,753 |
TRIAD ADVISORS INC1 year Service code 27 · EIN 65-0701248 | Advisory (Plan) | $5,273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,741 | $89,367-32.0% | $141,191-57.0% | $72,975-16.8% |
| Participation rate | 85.6% | 75.1%+10.4pp | 82.5%+3.1pp | 69.5%+16.1pp |
| Annual return | 21.72% | 111.87%-90.1pp | 71.41%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $2,658 | $3,115-14.7% | $4,736-43.9% | $2,440+8.9% |
| Participant deferral / active EE | $8,536 | $5,419+57.5% | $6,710+27.2% | $3,608+136.6% |
| Admin fee / account holder | $394 | $5,957-93.4% | $10,264-96.2% | $5,124-92.3% |