Filed January 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,696 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,600 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,149 | $101,653+104.8% | $147,080+41.5% | $74,459+179.5% |
| Participation rate | 90.4% | 75.6%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 14.34% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $2,559 | $3,813-32.9% | $4,933-48.1% | $2,626-2.6% |
| Participant deferral / active EE | $11,658 | $7,304+59.6% | $8,066+44.5% | $4,350+168.0% |
| Admin fee / account holder | $369 | $1,752-78.9% | $12,989-97.2% | $1,945-81.0% |