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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1 PENN PLAZA · NEW YORK, NC 10119 | Advisory (Plan) | $67,139 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 · EIN 04-2530412 | Actuarial | $23,919 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $12,801 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 10.01% | 3.31%+6.7pp | 5.04%+5.0pp | 13.05%-3.0pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |