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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 25-1796528 1 MONROEVILLE CENTER, SUITE 1010 · MONROEVILLE, PA 15146 | Advisory (Plan) | $101,769 |
H2R CPA7+ years Service code 10 · EIN 25-1031723 875 GREENTREE ROAD, SUITE 1000 · PITTSBURGH, PA 15220 | Accounting | $17,945 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,821 | $72,303-67.1% | $86,691-72.5% | $64,814-63.2% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.3pp | 71.5%+24.4pp |
| Annual return | -8.68% | 392.77%-401.5pp | 35.94%-44.6pp | 32.84%-41.5pp |
| Employer contribution / active EE | $1,183 | $2,393-50.6% | $2,837-58.3% | $2,507-52.8% |
| Participant deferral / active EE | $306 | $4,660-93.4% | $4,656-93.4% | $4,310-92.9% |
| Admin fee / account holder | $179 | $174+3.1% | $7,492-97.6% | $188-4.5% |