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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $70,899 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $25,167 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,600 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,196 | $89,465+10.9% | $165,071-39.9% | $77,736+27.6% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 23.32% | 28.86%-5.5pp | 70.17%-46.8pp | 31.26%-7.9pp |
| Employer contribution / active EE | $3,124 | $2,565+21.8% | $4,347-28.1% | $2,728+14.5% |
| Participant deferral / active EE | $7,535 | $4,904+53.6% | $6,035+24.9% | $4,651+62.0% |
| Admin fee / account holder | $51 | $340-85.0% | $12,695-99.6% | $433-88.3% |