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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $86,323 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $65,824 |
UHY LLP1 year Filed as: UHY ADVISORS MID-ATLANTIC MD, INC. Service code 10 · EIN 26-0794367 | Accounting | $29,709 |
BOLES, GROVE & METZGER, P.C.5+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Direct payment from the plan; Valuati... | $9,950 |
ALPS ADVISORS, INC.5+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
BLACKROCK5+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE2 years Filed as: BLACKSTONE ADVISORY PARTNERS L.P. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
FIRST TRUST ADVISORS L.P.4 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 |
LAZARD ASSET MANAGEMENT3 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 | $89,460 | $82,783+8.1% | $133,978-33.2% | $90,274-0.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 16.59% | 21.89%-5.3pp | 45.10%-28.5pp | 53.97%-37.4pp |
| Employer contribution / active EE | $2,852 | $2,388+19.4% | $3,919-27.2% | $2,523+13.0% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,047-100.0% | $4,231-100.0% |
| Admin fee / account holder | $144 | $93+55.4% | $8,930-98.4% | $114+26.5% |