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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 1 PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Securities Custodian | $55,400 |
FNB WEALTH MANAGEMENT2+ years Service code 19 · EIN 20-0433578 ONE FNB BOULEVARD · HERMITAGE, PA 16148 | Securities Custodian | $38,407 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO & COMPANY Service code 19 · EIN 41-0449260 | Securities Custodian | $35,361 |
THE VARGO COMPANY2+ years Service code 14 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 165112455 | Plan Administrator | $7,650 |
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 | $15,706 | $69,305-77.3% | $82,313-80.9% | $69,631-77.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 9.40% | 21.47%-12.1pp | 25.88%-16.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $792 | $1,887-58.0% | $2,428-67.4% | $2,032-61.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $132 | $97+35.6% | $5,608-97.6% | $110+19.4% |