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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $16,578 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $6,166 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $3,400 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $380 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 | Other Services | $63 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $16,986 | $58,895-71.2% | $178,503-90.5% | $73,497-76.9% |
| Participation rate | 77.6% | 66.2%+11.4pp | 81.9%-4.3pp | 70.7%+6.9pp |
| Annual return | 17.11% | 24.86%-7.8pp | 151.12%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $169 | $2,236-92.4% | $5,011-96.6% | $2,270-92.5% |
| Participant deferral / active EE | $1,988 | $2,567-22.5% | $5,202-61.8% | $3,740-46.8% |
| Admin fee / account holder | $19 | $400-95.2% | $13,987-99.9% | $513-96.2% |