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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $118,309 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $32,573 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,788 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,408 | $55,453+775.4% | $170,435+184.8% | $62,293+679.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 16.93% | 21.38%-4.5pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $23,637 | $2,164+992.5% | $5,432+335.1% | $2,042+1057.4% |
| Participant deferral / active EE | $16,002 | $2,303+594.9% | $4,939+224.0% | $3,169+404.9% |
| Admin fee / account holder | $137 | $455-69.8% | $13,881-99.0% | $479-71.4% |