Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $106,246 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 11 · EIN 04-2530412 | Actuarial | $22,787 |
MATRIX TRUST COMPANY9 years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $12,085 |
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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 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | 10.21% | 53.10%-42.9pp | 44.37%-34.2pp | 15.19%-5.0pp |
| Employer contribution / active EE | $0 | $40,936-100.0% | $36,004-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |