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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1 PENN PLAZA · NEW YORK, NC 10119 | Advisory (Plan) | $82,909 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 11 · EIN 04-2530412 | Actuarial | $48,553 |
RELIANCE TRUST COMPANY7+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $19,916 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 1.95% | 4.93%-3.0pp | 7.32%-5.4pp | 9.30%-7.4pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |