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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $111,382 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC SCOTT Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $50,130 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, STE 102 · CAMP HILL, PA 17011 | Contract Administrator | $30,830 |
W&W ACTUARIAL SERVICES, INC.5+ years Filed as: W & W ACTUARIAL SERVICES, INC. Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD, BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $27,371 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 2815 WILMINGTON ROAD, STE 2 · NEW CASTLE, PA 16105 | Accounting | $12,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 4.72% | 6.95%-2.2pp | 8.01%-3.3pp | 627.08%-622.4pp |
| Employer contribution / active EE | $19,485 | $11,635+67.5% | $29,475-33.9% | $18,824+3.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |