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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $49,780 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1010 NORTHERN BLVD SUITE 214 · GREAT NECK, NY 11021 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,304 | $99,877-74.7% | $84,966-70.2% | $145,922-82.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 7.69% | 83.76%-76.1pp | 66.38%-58.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $6,787 | $3,231+110.0% | $2,727+148.9% | $4,660+45.7% |
| Participant deferral / active EE | $16,327 | $5,291+208.6% | $4,519+261.3% | $6,688+144.1% |
| Admin fee / account holder | $280 | $7,248-96.1% | $6,149-95.5% | $13,397-97.9% |