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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $23,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,714 | $101,672-22.6% | $147,117-46.5% | $74,478+5.7% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 16.33% | 8757.83%-8741.5pp | 420.54%-404.2pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $2,929 | $3,813-23.2% | $4,932-40.6% | $2,626+11.5% |
| Participant deferral / active EE | $10,005 | $7,305+37.0% | $8,065+24.1% | $4,350+130.0% |
| Admin fee / account holder | $153 | $1,753-91.2% | $12,993-98.8% | $1,946-92.1% |