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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $122,519 |
CONRAD SIEGEL2 years Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $68,276 |
UHY LLP3 years Filed as: UHY ADVISORS MID-ATLANTIC MD, INC. Service code 10 · EIN 26-0794367 | Accounting | $18,350 |
BOLES, GROVE & METZGER, P.C.7+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Direct payment from the plan; Valuati... | $10,375 |
BLACKROCK7+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE4 years Filed as: BLACKSTONE ADVISORY PARTNERS L.P. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
GQG PARTNERS LLC1 year Filed as: GQG PARTNERS INC Service code 28 280 PARK AVE #27E · NEW YORK, NY 10017 | Investment Management | $0 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
KKR PRISMA1 year Filed as: KKR CREDIT ADVISORS LLC Service code 28 555 CALIFORNIA ST, 50TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,913 | $84,000+35.6% | $119,634-4.8% | $77,906+46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | 17.58% | -11.59%+29.2pp | -14.98%+32.6pp | 12.16%+5.4pp |
| Employer contribution / active EE | $4,506 | $2,907+55.0% | $4,232+6.5% | $2,846+58.3% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $147 | $116+27.1% | $10,329-98.6% | $133+11.0% |