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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 36-3145972 410 SEVERN AVE BLDG B STE 211 · ANNAPOLIS, MD 21403 | Securities Custodian | $125,990 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $42,873 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $29,010 |
BEYER-BARBER COMPANY2+ years Filed as: BEYER-BARBER CO Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $23,704 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $8,600 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.22% | 11.09%-0.9pp | 8.32%+1.9pp | 13.95%-3.7pp |
| Employer contribution / active EE | $12,069 | $10,980+9.9% | $30,793-60.8% | $16,598-27.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |