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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $8,498 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $1,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,391 | $59,535-74.1% | $90,162-82.9% | $62,293-75.3% |
| Participation rate | 64.3% | 73.0%-8.8pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 14.95% | 23.53%-8.6pp | 34.88%-19.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $699 | $1,826-61.7% | $3,318-78.9% | $2,042-65.8% |
| Participant deferral / active EE | $3,162 | $4,639-31.8% | $5,287-40.2% | $3,169-0.2% |
| Admin fee / account holder | $109 | $337-67.5% | $5,943-98.2% | $479-77.2% |