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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $19,716 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $14,196 |
STEVEN D EISENBERG CPA PA2 years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4 STREET, SUITE 100 · SUNRISE, FL 33325 | Accounting | $6,346 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,523-100.0% | $140,019-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | 4.48% | 2.39%+2.1pp | 651.15%-646.7pp | -9.96%+14.4pp |
| Employer contribution / active EE | $1,793 | $3,350-46.5% | $5,605-68.0% | $2,111-15.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |