Filed April 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 2100 GEORGETWON DR. ST 500 · SEWICKLEY, PA 15143 | Advisory (Plan) | $116,429 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $50,000 |
Filed as: WARNER NORCROSS Service code 29 · EIN 38-1422647 | Legal | $11,700 |
COMSTOCK ADVISORS1 year Filed as: COMSTOCK VALUATION ADVISORS Service code 10 · EIN 34-1823071 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,754 | $81,777-11.0% | $148,496-51.0% | $69,733+4.3% |
| Participation rate | 100.0% | 70.9%+29.1pp | 76.0%+24.0pp | 62.5%+37.5pp |
| Annual return | 15.56% | 14.38%+1.2pp | 12.33%+3.2pp | 15.22%+0.3pp |
| Employer contribution / active EE | $0 | $2,488-100.0% | $3,497-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $3,367-100.0% | $4,808-100.0% | $3,054-100.0% |
| Admin fee / account holder | $355 | $2,991-88.1% | $19,547-98.2% | $3,102-88.6% |