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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP1+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $18,696 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $16,482 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | -3.87% | 12.11%-16.0pp | 29.29%-33.2pp | 169.23%-173.1pp |
| Employer contribution / active EE | $1,960 | $3,064-36.0% | $5,211-62.4% | $1,963-0.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |