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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $362,792 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 | Advisory (Participants) | $193,945 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $107,966 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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).
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 | $615,992 | $61,356+904.0% | $149,696+311.5% | $71,511+761.4% |
| Participation rate | 95.4% | 62.5%+32.8pp | 78.8%+16.6pp | 67.9%+27.4pp |
| Annual return | 19.02% | 35.86%-16.8pp | 134.46%-115.4pp | 28.86%-9.8pp |
| Employer contribution / active EE | $27,379 | $2,382+1049.6% | $4,821+467.9% | $2,589+957.4% |
| Participant deferral / active EE | $19,393 | $2,920+564.2% | $5,682+241.3% | $4,291+352.0% |
| Admin fee / account holder | $1,496 | $1,263+18.4% | $13,212-88.7% | $1,588-5.8% |