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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $12,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,152 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $2,653 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,923 | $46,732-61.6% | $156,551-88.6% | $55,167-67.5% |
| Participation rate | 66.8% | 65.8%+1.0pp | 84.0%-17.2pp | 69.0%-2.2pp |
| Annual return | 7.42% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $91 | $2,105-95.7% | $5,501-98.3% | $1,963-95.4% |
| Participant deferral / active EE | $1,984 | $2,204-10.0% | $4,871-59.3% | $3,054-35.0% |
| Admin fee / account holder | $23 | $418-94.4% | $13,028-99.8% | $504-95.3% |