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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1 PENN PLAZA · NEW YORK, NC 10119 | Advisory (Plan) | $71,882 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 | Actuarial | $34,750 |
RELIANCE TRUST COMPANY8+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $13,270 |
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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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -14.99% | -11.83%-3.2pp | -5.12%-9.9pp | -14.65%-0.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |