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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 | $101,499-22.4% | $147,005-46.5% | $74,546+5.6% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 16.33% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $2,929 | $3,811-23.1% | $4,934-40.6% | $2,624+11.6% |
| Participant deferral / active EE | $10,005 | $7,304+37.0% | $8,070+24.0% | $4,347+130.1% |
| Admin fee / account holder | $153 | $1,748-91.2% | $13,006-98.8% | $1,944-92.1% |