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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $194,048 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $73,940 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY&ASBURY Service code 10 · EIN 23-1909723 | Accounting | $18,720 |
BOLES, GROVE & METZGER, P.C.2+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Valuation (appraisals, etc.); Direct ... | $14,325 |
BLACKROCK2+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS CAPITAL INC Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS CAPITAL MANAGEMENT I Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES FUNDS Service code 28 4000 ERICSSON DRIVE · WARRENDALE, PA 150867561 | Investment Management | $0 |
GQG PARTNERS LLC2+ years Service code 28 299 PARK AVE 13TH FL · NEW YORK, NY 10171 | Investment Management | $0 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT LLC Service code 28 3500 LACEY ROAD SUITE 700 · DOWNERS GROVE, IL 60515 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,587 | $2,703,213-93.4% | $165,100+7.6% | $200,096-11.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 62.63% | 17.97%+44.7pp | 70.21%-7.6pp | 34.26%+28.4pp |
| Employer contribution / active EE | $3,427 | $2,973+15.3% | $4,348-21.2% | $3,038+12.8% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $188 | $1,999-90.6% | $12,696-98.5% | $269-30.3% |