Filed October 9, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,198 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $48,300 |
SOUTH BOSTON1 year Filed as: SOUTH BOSTON COMMUNITY Service code 10 · EIN 04-2682152 | Accounting | $20,817 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $5,975 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $485 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,536 | $41,016+111.0% | $152,093-43.1% | $64,097+35.0% |
| Participation rate | 55.6% | 51.3%+4.2pp | 77.8%-22.2pp | 55.2%+0.4pp |
| Annual return | 16.74% | 39.60%-22.9pp | 66.36%-49.6pp | 34.64%-17.9pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,271 | $1,927+121.6% | $5,451-21.7% | $3,080+38.7% |
| Admin fee / account holder | $560 | $2,305-75.7% | $14,497-96.1% | $3,454-83.8% |