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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $5,159 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $3,313 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $2,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,466 | $84,499-56.8% | $125,391-70.9% | $66,949-45.5% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | -19.18% | -8.49%-10.7pp | 572.41%-591.6pp | 1.57%-20.7pp |
| Employer contribution / active EE | $2,780 | $3,554-21.8% | $4,816-42.3% | $2,545+9.2% |
| Participant deferral / active EE | $5,150 | $6,785-24.1% | $7,448-30.9% | $4,239+21.5% |
| Admin fee / account holder | $28 | $685-95.9% | $10,009-99.7% | $594-95.3% |