Filed September 10, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $84,511 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $23,279 |
BERRY DUNN1+ years Filed as: BERRY DUNN MCNEIL AND PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $11,090 |
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $9,387 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -1.79% | -0.83%-1.0pp | -0.81%-1.0pp | -7.14%+5.3pp |
| Employer contribution / active EE | $0 | $16,035-100.0% | $38,425-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |