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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $15,083 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,230 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $3,409 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $420 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 06-0841973 | Indirect Investment Fees | $0 |
Filed as: MASSAXHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $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 | $20,630 | $37,196-44.5% | $154,108-86.6% | $55,725-63.0% |
| Participation rate | 60.0% | 64.1%-4.1pp | 83.0%-23.0pp | 70.9%-10.9pp |
| Annual return | 10.66% | 1319.68%-1309.0pp | 735.21%-724.5pp | 244.93%-234.3pp |
| Employer contribution / active EE | $126 | $1,614-92.2% | $5,298-97.6% | $2,078-94.0% |
| Participant deferral / active EE | $1,697 | $2,068-18.0% | $5,081-66.6% | $3,356-49.4% |
| Admin fee / account holder | $41 | $102-59.2% | $13,411-99.7% | $115-64.0% |