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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $45,269 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,931 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $13,000 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 50 · EIN 04-2530412 | Direct Payment | $10,671 |
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 | $213,018 | $136,307+56.3% | $177,848+19.8% | $73,497+189.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.45% | 18.68%-0.2pp | 48.33%-29.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $4,419 | $3,712+19.0% | $5,919-25.3% | $2,270+94.6% |
| Participant deferral / active EE | $7,476 | $5,829+28.3% | $7,714-3.1% | $3,740+99.9% |
| Admin fee / account holder | $237 | $596-60.1% | $12,431-98.1% | $513-53.7% |