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 | $101,591-38.6% | $147,096-57.6% | $74,429-16.1% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 20.96% | 8746.45%-8725.5pp | 419.75%-398.8pp | 1368.38%-1347.4pp |
| Employer contribution / active EE | $5,772 | $3,813+51.4% | $4,936+16.9% | $2,625+119.9% |
| Participant deferral / active EE | $11,228 | $7,302+53.8% | $8,071+39.1% | $4,348+158.2% |
| Admin fee / account holder | $360 | $1,750-79.4% | $13,005-97.2% | $1,944-81.5% |