Filed May 14, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 1585 BROADWAY, NEW YORK · NEW YORK, NY 10036 | Consulting | $89,179 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $56,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,410 | $101,653-38.6% | $147,080-57.6% | $74,459-16.2% |
| Participation rate | 95.3% | 75.6%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 20.96% | 8754.98%-8734.0pp | 420.17%-399.2pp | 1369.70%-1348.7pp |
| Employer contribution / active EE | $5,772 | $3,813+51.4% | $4,933+17.0% | $2,626+119.8% |
| Participant deferral / active EE | $11,228 | $7,304+53.7% | $8,066+39.2% | $4,350+158.1% |
| Admin fee / account holder | $360 | $1,752-79.4% | $12,989-97.2% | $1,945-81.5% |