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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENTS Service code 28 800 EAST 96 STREET STE 400 · INDIANAPOLIS, IN 46240 | Investment Management | $101,975 |
CDS ADMINISTRATORS4 years Service code 13 5 HOT METAL ST, STE 200 · PITTSBURGH, PA 152032352 | Contract Administrator | $84,353 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 28 2100 GEORGETOWNE DRIVE, SUITE 500 · SEWICKLEY, PA 15143 | Investment Management | $76,443 |
ACRISURE1 year Service code 11 444 LIBERTY AVE, SUITE 605 · PITTSBURGH, PA 15222 | Actuarial | $41,871 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $35,642 |
PACKER THOMAS10+ years Service code 10 · EIN 34-1667340 2815 WILMINGTON RD. 2 · NEW CASTLE, PA 16101 | Accounting | $25,744 |
VICTORY3 years Filed as: VICTORY CAPITAL INTL COLLECT TR Service code 28 4249 EASTON WAY, SUITE 400 · COLUMBUS, OH 43219 | Investment Management | $14,363 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.43% | 8.04%+1.4pp | 9.14%+0.3pp | 8.76%+0.7pp |
| Employer contribution / active EE | $13,354 | $10,583+26.2% | $40,523-67.0% | $16,650-19.8% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |