Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $101,142 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 · EIN 04-2530412 | Actuarial | $17,318 |
MATRIX TRUST COMPANY8 years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $11,292 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 6.10% | 9.98%-3.9pp | 9.17%-3.1pp | 8.21%-2.1pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |