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 | $76,383-4.8% | $121,663-40.2% | $64,340+13.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | 15.56% | 16.98%-1.4pp | 147.54%-132.0pp | 24.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,149-100.0% | $4,887-100.0% | $2,980-100.0% |
| Admin fee / account holder | $355 | $4,142-91.4% | $14,289-97.5% | $3,703-90.4% |