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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,417 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,294 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $15,249 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,578 | $122,063+83.2% | $184,256+21.3% | $74,478+200.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.53% | 19.92%-3.4pp | 28.85%-12.3pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $5,029 | $4,539+10.8% | $6,427-21.7% | $2,626+91.5% |
| Participant deferral / active EE | $9,848 | $7,144+37.8% | $9,133+7.8% | $4,350+126.4% |
| Admin fee / account holder | $476 | $1,253-62.0% | $13,899-96.6% | $1,946-75.5% |