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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $12,926 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $8,469 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,603 | $91,474-48.0% | $135,982-65.0% | $71,529-33.4% |
| Participation rate | 95.3% | 75.7%+19.6pp | 81.9%+13.4pp | 67.9%+27.3pp |
| Annual return | 22.26% | 29.89%-7.6pp | 68.32%-46.1pp | 28.97%-6.7pp |
| Employer contribution / active EE | $2,964 | $3,705-20.0% | $4,859-39.0% | $2,590+14.5% |
| Participant deferral / active EE | $5,450 | $7,095-23.2% | $7,760-29.8% | $4,291+27.0% |
| Admin fee / account holder | $63 | $1,267-95.1% | $10,767-99.4% | $1,588-96.1% |