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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1 PENN PLAZA · NEW YORK, NC 10119 | Advisory (Plan) | $79,068 |
STATE STREET GLOBAL ADVISORS4 years Filed as: DEUTSCHE BANK Service code 27 60 WALL STREET · NEW YORK, NY 10005 | Advisory (Plan) | $66,712 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 11 · EIN 04-2530412 | Actuarial | $43,113 |
RELIANCE TRUST COMPANY5+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $16,776 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 9.46% | 4.63%+4.8pp | 29.77%-20.3pp | 12.16%-2.7pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |