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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 | $101,591-22.5% | $147,096-46.5% | $74,429+5.8% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 16.33% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $2,929 | $3,813-23.2% | $4,936-40.7% | $2,625+11.6% |
| Participant deferral / active EE | $10,005 | $7,302+37.0% | $8,071+24.0% | $4,348+130.1% |
| Admin fee / account holder | $153 | $1,750-91.2% | $13,005-98.8% | $1,944-92.1% |