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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $136,831 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $88,921 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $36,452 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,214 | $47,977+813.4% | $154,108+184.4% | $56,289+678.5% |
| Participation rate | 95.9% | 66.2%+29.8pp | 83.0%+12.9pp | 69.9%+26.1pp |
| Annual return | -4.52% | 3.54%-8.1pp | 735.21%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $23,139 | $2,169+966.9% | $5,298+336.8% | $2,111+996.0% |
| Participant deferral / active EE | $15,637 | $2,392+553.8% | $5,081+207.8% | $3,350+366.8% |
| Admin fee / account holder | $606 | $438+38.3% | $13,411-95.5% | $521+16.3% |