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| Provider | Service type | Compensation |
|---|---|---|
GROVE POINT INVESTMENTS LLC2 years Filed as: GROVE POINT ADVISORS, LLC Service code 27 · EIN 85-3242918 1910 COCHRAN ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $7,660 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 6.43% | 6.77%-0.3pp | 10.53%-4.1pp | 7.65%-1.2pp |
| Employer contribution / active EE | $5,505 | $23,265-76.3% | $26,797-79.5% | $20,582-73.3% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |