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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 25-1796528 1 MONROEVILLE CENTER, SUITE 1010 · MONROEVILLE, PA 15146 | Advisory (Plan) | $86,703 |
H2R CPA2+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $13,045 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,480 | $69,305-67.6% | $82,312-72.7% | $69,631-67.7% |
| Participation rate | 94.1% | 80.3%+13.9pp | 76.9%+17.3pp | 70.7%+23.5pp |
| Annual return | 15.56% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $582 | $1,887-69.2% | $2,428-76.1% | $2,032-71.4% |
| Participant deferral / active EE | $286 | $3,568-92.0% | $3,706-92.3% | $3,224-91.1% |
| Admin fee / account holder | $147 | $97+51.1% | $5,608-97.4% | $110+33.0% |