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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $106,468 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $66,280 |
BOLES, GROVE & METZGER, P.C.3+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Direct payment from the plan; Valuati... | $8,950 |
ALPS ADVISORS, INC.3+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
BLACKROCK3+ 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 |
FIRST TRUST ADVISORS L.P.2 years Service code 28 120 E. LIBERTY DRIVE, SUITE 400 · WHEATON, IL 60187 | Investment Management | $0 |
Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $0 |
FUND DIRECT ADVISORS1 year Filed as: KA FUND ADVISORS, LLC Service code 28 811 MAIN STREET, 14TH FLOOR · HOUSTON, TX 77002 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT1 year 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 | $87,122 | $64,311+35.5% | $110,243-21.0% | $75,289+15.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | 10.53% | -1.74%+12.3pp | 314.76%-304.2pp | -0.04%+10.6pp |
| Employer contribution / active EE | $1,043 | $2,404-56.6% | $3,827-72.7% | $2,405-56.6% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $144 | $88+64.8% | $8,548-98.3% | $102+41.1% |