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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 55 | Other Commissions | $86,482 |
Filed as: VOYA RETIREMENT INS ANNUITY COMPANY Service code 26 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $55,163 |
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Advisory (Participants) | $33,640 |
Filed as: ANGELL PENSION GROUP, INC. Service code 49 | Other Services | $10,369 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $674,498 | $55,470+1116.0% | $155,556+333.6% | $74,478+805.6% |
| Participation rate | 95.2% | 61.9%+33.3pp | 78.2%+16.9pp | 67.2%+28.0pp |
| Annual return | 15.55% | 269.80%-254.3pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $28,208 | $2,267+1144.5% | $4,675+503.3% | $2,626+974.1% |
| Participant deferral / active EE | $20,350 | $2,838+617.1% | $5,631+261.4% | $4,350+367.8% |
| Admin fee / account holder | $444 | $1,744-74.5% | $15,885-97.2% | $1,946-77.2% |