Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 PO BOX 671 · CHARLESTON, WV 25323 | Advisory (Plan) | $31,882 |
HALLETT ASSOCIATES, INC.2+ years Filed as: HALLETT & ASSOCIATES, INC. Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $21,045 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.55% | 11.16%-1.6pp | 10.36%-0.8pp | 10.41%-0.9pp |
| Employer contribution / active EE | $28,935 | $16,610+74.2% | $37,738-23.3% | $14,691+97.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |