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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $59,614 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1666823 | Actuarial | $25,090 |
MCNEES WALLACE & NURICK1+ years Filed as: MCNEES WALLACE AND NURICK Service code 29 570 LAUSCH LANE · LANCASTER, PA 176013057 | Legal | $15,232 |
BMO HARRIS BANK NA1+ years Filed as: BMO RETIREMENT SERVICES Service code 21 · EIN 36-2085229 | Bank Trustee | $12,859 |
TROUT EBERSOLE & GROFF LLP1+ years Filed as: TROUT EBERSOLE & GROFF Service code 10 · EIN 23-1551315 | Accounting | $9,975 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY BANK, N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other fees; Oth... | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 15 · EIN 36-3145972 | Recordkeeping | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.73% | -0.85%-2.9pp | -1.08%-2.6pp | -7.14%+3.4pp |
| Employer contribution / active EE | $6,403 | $14,391-55.5% | $35,779-82.1% | $14,613-56.2% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |