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 BARNEY3+ 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 | $16,024 |
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 | $31,850 | $67,228-52.6% | $117,861-73.0% | $77,958-59.1% |
| Participation rate | 96.6% | 79.4%+17.2pp | 79.7%+16.9pp | 71.6%+25.0pp |
| Annual return | 13.13% | 19.13%-6.0pp | 335.11%-322.0pp | 20.87%-7.7pp |
| Employer contribution / active EE | $1,973 | $2,211-10.8% | $3,786-47.9% | $2,310-14.6% |
| Participant deferral / active EE | $3,277 | $3,653-10.3% | $4,482-26.9% | $3,537-7.3% |
| Admin fee / account holder | $38 | $76-49.8% | $8,021-99.5% | $97-60.9% |