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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 25-1796528 1 MONROEVILLE CENTER, SUITE 1010 · MONROEVILLE, PA 15146 | Advisory (Plan) | $109,619 |
H2R CPA9+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $20,660 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $29,886 | $89,123-66.5% | $102,460-70.8% | $77,762-61.6% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 16.36% | 25.05%-8.7pp | 29.47%-13.1pp | 31.27%-14.9pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $333 | $5,148-93.5% | $5,056-93.4% | $4,651-92.8% |
| Admin fee / account holder | $221 | $236-6.3% | $9,460-97.7% | $433-49.0% |