Filed May 13, 2022
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $236,999 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $51,077 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 16 · EIN 04-2530412 | Consulting | $32,250 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 22 · EIN 94-3015711 | Insurance Broker | $12,502 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $9,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,378 | $48,592-35.4% | $185,823-83.1% | $90,288-65.2% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.0%+15.5pp | 73.4%+20.2pp |
| Annual return | 14.43% | 68.51%-54.1pp | 35.95%-21.5pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,247 | $1,389-10.2% | $4,087-69.5% | $2,524-50.6% |
| Participant deferral / active EE | $3,389 | $3,463-2.1% | $5,632-39.8% | $4,232-19.9% |
| Admin fee / account holder | $144 | $77+85.3% | $9,500-98.5% | $114+25.9% |