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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $64,342 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 600 LONGWATER DRIVE · NORWELL, MA 02061 | Advisory (Plan) | $63,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,312 | $65,083+111.0% | $143,788-4.5% | $66,930+105.2% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -18.68% | -11.13%-7.5pp | -0.03%-18.6pp | 1.57%-20.3pp |
| Employer contribution / active EE | $3,152 | $2,361+33.5% | $4,952-36.3% | $2,545+23.9% |
| Participant deferral / active EE | $9,896 | $2,920+238.9% | $5,638+75.5% | $4,238+133.5% |
| Admin fee / account holder | $638 | $502+27.0% | $14,675-95.7% | $593+7.5% |