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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $15,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,262 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,216 | $91,439-32.0% | $135,974-54.2% | $71,511-13.0% |
| Participation rate | 94.8% | 75.7%+19.1pp | 81.9%+12.9pp | 67.9%+26.8pp |
| Annual return | 29.20% | 29.90%-0.7pp | 68.30%-39.1pp | 28.86%+0.3pp |
| Employer contribution / active EE | $2,621 | $3,705-29.3% | $4,859-46.1% | $2,589+1.2% |
| Participant deferral / active EE | $8,927 | $7,093+25.9% | $7,760+15.0% | $4,291+108.1% |
| Admin fee / account holder | $102 | $1,267-91.9% | $10,767-99.0% | $1,588-93.5% |