Filed September 10, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $83,606 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $18,195 |
WILMINGTON TRUST2+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $12,559 |
BERRY DUNN2+ years Filed as: BERRY DUNN MCNEIL AND PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $12,024 |
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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 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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.41% | 5.68%-0.3pp | 4.74%+0.7pp | 4.56%+0.8pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |