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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $122,545 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $62,258 |
BOLES, GROVE & METZGER, P.C.2+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Direct payment from the plan; Valuati... | $8,995 |
Service code 28 1300 POST OAK BLVD SUITE 350 · HOUSTON, TX 77056 | Investment Management | $0 |
ALPS ADVISORS, INC.2+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
APAX PARTNERS2+ years Filed as: APAX EUROPE VII - B, LP Service code 28 | Investment Management | $0 |
AVENUE ONE ADVISORS2+ years Filed as: AVENUE CAPITAL MANAGEMENT II, LP Service code 28 399 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10022 | Investment Management | $0 |
BFA2+ years Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Service code 28 470 HEADQUARTERS PLAZA E TWR 4TH FL · MORRISTOWN, NJ 07960 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,482 | $67,228+37.6% | $117,861-21.5% | $77,958+18.6% |
| Participation rate | 99.9% | 79.4%+20.5pp | 79.7%+20.2pp | 71.6%+28.3pp |
| Annual return | 10.40% | 19.13%-8.7pp | 335.11%-324.7pp | 20.87%-10.5pp |
| Employer contribution / active EE | $1,258 | $2,211-43.1% | $3,786-66.8% | $2,310-45.6% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $159 | $76+109.2% | $8,021-98.0% | $97+62.8% |