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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $14,744 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,545 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $2,835 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $450 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,160 | $46,173-62.8% | $170,435-89.9% | $69,631-75.4% |
| Participation rate | 64.0% | 63.9%+0.1pp | 83.6%-19.6pp | 70.7%-6.7pp |
| Annual return | 16.84% | 21.62%-4.8pp | 205.94%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3 | $1,610-99.8% | $5,432-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $1,548 | $2,080-25.6% | $4,939-68.7% | $3,224-52.0% |
| Admin fee / account holder | $21 | $116-82.3% | $13,881-99.9% | $110-81.4% |