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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $108,226 |
Service code 13 401 LIBERTY AVE · PITTSBURGH, PA 15222 | Contract Administrator | $21,600 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $15,450 |
YURCHYK & DAVIS CPA'S, INC.7+ years Service code 10 · EIN 34-1638235 | Accounting | $9,500 |
ALLEN BATES TECHNOLOGIES1 year Service code 15 600 MCKNIGHT PARK DR · PITTSBURGH, PA 15237 | Recordkeeping | $9,320 |
MACALA & PIATT, LLC7+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $8,278 |
STEWART C. MILLER & CO., INC.7+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $6,800 |
PBGC PREMIUM7+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $5,490 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -8.37% | -4.92%-3.5pp | -5.85%-2.5pp | -5.25%-3.1pp |
| Employer contribution / active EE | $10,500 | $10,994-4.5% | $31,839-67.0% | $15,161-30.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |