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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-6764829 | Advisory (Plan) | $86,328 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,257 |
Filed as: PA RETIREMENT SOLUTIONS INC. Service code 49 | Other Services | $29,917 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,014 | $106,230-9.6% | $147,080-34.7% | $77,736+23.5% |
| Participation rate | 94.6% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 16.64% | 56.91%-40.3pp | 420.17%-403.5pp | 31.26%-14.6pp |
| Employer contribution / active EE | $5,471 | $4,072+34.4% | $4,933+10.9% | $2,728+100.6% |
| Participant deferral / active EE | $7,928 | $8,001-0.9% | $8,066-1.7% | $4,651+70.5% |
| Admin fee / account holder | $269 | $338-20.4% | $12,989-97.9% | $433-37.8% |