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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $46,269 |
METRO BENEFITS, INC.1 year Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 152375232 | Plan Administrator | $23,710 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $9,527 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -6.50% | -0.95%-5.6pp | -0.67%-5.8pp | -0.69%-5.8pp |
| Employer contribution / active EE | $7,775 | $18,555-58.1% | $31,731-75.5% | $16,786-53.7% |
| Participant deferral / active EE | $69 | $1,384-95.0% | $473-85.5% | $525-86.9% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |