Filed April 6, 2021 (most recent of 7 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $40,000 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,015 |
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 | $28,756 | $61,125-53.0% | $108,582-73.5% | $63,975-55.1% |
| Participation rate | 97.2% | 80.5%+16.7pp | 79.6%+17.6pp | 71.1%+26.0pp |
| Annual return | 6.97% | 14.06%-7.1pp | -51.70%+58.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,885 | $2,237-15.7% | $3,758-49.9% | $2,182-13.6% |
| Participant deferral / active EE | $2,948 | $3,574-17.5% | $4,311-31.6% | $3,356-12.2% |
| Admin fee / account holder | $40 | $72-43.8% | $7,645-99.5% | $70-42.6% |