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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $179,694 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $40,571 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829702 · PHILADELPHIA, PA 19182 | Accounting | $13,492 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 11.67% | 8.91%+2.8pp | 7.32%+4.3pp | 11.84%-0.2pp |
| Employer contribution / active EE | $15,895 | $8,713+82.4% | $23,426-32.1% | $17,339-8.3% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |