Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $37,418 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $33,846 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $11,683 |
SULLIVAN AND FOLAN LLC1 year Service code 99 325 WOOD RD STE 105 · BRAINTREE, MA 02184 | Other Fees | $10,565 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,482 | $93,182+56.1% | $146,665-0.8% | $79,386+83.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 12.85% | 21.61%-8.8pp | 22.74%-9.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,416 | $2,420-0.1% | $4,136-41.6% | $2,427-0.5% |
| Participant deferral / active EE | $7,924 | $4,169+90.1% | $5,506+43.9% | $4,046+95.9% |
| Admin fee / account holder | $205 | $585-64.9% | $10,280-98.0% | $626-67.2% |