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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $43,729 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,814 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $13,066 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 50 · EIN 04-2530412 | Direct Payment | $7,500 |
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 | $193,082 | $98,982+95.1% | $162,185+19.1% | $65,186+196.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.73% | 24.84%-2.1pp | 115.61%-92.9pp | 29.39%-6.7pp |
| Employer contribution / active EE | $4,237 | $3,467+22.2% | $5,613-24.5% | $2,177+94.7% |
| Participant deferral / active EE | $7,231 | $5,384+34.3% | $7,297-0.9% | $3,514+105.8% |
| Admin fee / account holder | $227 | $596-61.9% | $10,844-97.9% | $847-73.2% |