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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $18,239 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,566 | $43,133+21.9% | $89,414-41.2% | $73,493-28.5% |
| Participation rate | 92.0% | 55.0%+37.0pp | 68.0%+24.0pp | 70.7%+21.3pp |
| Annual return | 15.01% | 135.66%-120.6pp | 245.50%-230.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,682 | $1,438+17.0% | $2,586-34.9% | $2,270-25.9% |
| Participant deferral / active EE | $2,331 | $2,445-4.6% | $3,890-40.1% | $3,740-37.7% |
| Admin fee / account holder | $167 | $444-62.4% | $4,883-96.6% | $513-67.4% |