Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 PO BOX 671 · CHARLESTON, WV 25323 | Advisory (Plan) | $35,418 |
FINDLEY2 years Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $22,170 |
STEPTOE & JOHNSON LLP2 years Filed as: STEPTOE & JOHNSON PLLC Service code 29 · EIN 55-0286140 P.O. BOX 247 · BRIDGEPORT, WV 26330 | Legal | $7,721 |
METRO BENEFITS, INC.2 years Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 152375232 | Plan Administrator | $5,400 |
Service code 10 · EIN 55-0621482 700 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Accounting | $5,350 |
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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 | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 9.34% | 12.98%-3.6pp | 14.64%-5.3pp | 13.59%-4.3pp |
| Employer contribution / active EE | $0 | $16,363-100.0% | $41,831-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |