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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 PO BOX 671 · CHARLESTON, WV 25323 | Advisory (Plan) | $58,886 |
FINDLEY1 year Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $27,540 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE & JOHNSON PLLC Service code 29 · EIN 55-0286140 PO BOX 247 · BRIDGEPORT, WV 26330 | Legal | $24,729 |
METRO BENEFITS, INC.1 year Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $7,561 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -1.69% | -1.56%-0.1pp | -2.18%+0.5pp | 10.56%-12.2pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |