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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 1 PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Securities Custodian | $51,733 |
FNB WEALTH MANAGEMENT1+ years Service code 19 · EIN 20-0433578 ONE FNB BOULEVARD · HERMITAGE, PA 16148 | Securities Custodian | $31,410 |
THE VARGO COMPANY1+ years Service code 14 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 165112455 | Plan Administrator | $11,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,596 | $63,905-75.6% | $74,184-79.0% | $57,658-73.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.35% | 60.60%-55.3pp | 17.74%-12.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $583 | $1,840-68.3% | $2,370-75.4% | $1,974-70.4% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $107 | $91+17.4% | $5,586-98.1% | $95+13.1% |