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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $156,039 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET · BALTIMORE, MA 21231 | Advisory (Plan) | $17,593 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 10.62% | 8.91%+1.7pp | 7.32%+3.3pp | 13.24%-2.6pp |
| Employer contribution / active EE | $5,053 | $13,306-62.0% | $23,426-78.4% | $14,616-65.4% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |