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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $137,093 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $73,735 |
UHY LLP1+ years Filed as: UHY ADVISORS MID-ATLANTIC MD, INC. Service code 10 · EIN 26-0794367 | Accounting | $20,000 |
BOLES, GROVE & METZGER, P.C.1+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Valuation (appraisals, etc.); Direct ... | $13,900 |
BLACKROCK1+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS CAPITAL INC Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS CAPITAL MANAGEMENT I Service code 28 | Investment Management | $0 |
GQG PARTNERS LLC1+ years Service code 28 299 PARK AVE 13TH FL · NEW YORK, NY 10171 | Investment Management | $0 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT LLC Service code 28 3500 LACEY ROAD SUITE 700 · DOWNERS GROVE, IL 60515 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 | Investment Management | $0 |
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 | $114,543 | $85,144+34.5% | $130,070-11.9% | $80,187+42.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 12.86% | 23.78%-10.9pp | -137.40%+150.3pp | 40.40%-27.5pp |
| Employer contribution / active EE | $3,422 | $3,059+11.9% | $4,322-20.8% | $2,980+14.9% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $154 | $392-60.8% | $10,600-98.5% | $145+6.0% |