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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $146,132 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET · BALTIMORE, MA 21231 | Advisory (Plan) | $16,122 |
CLIFTONLARSONALLEN LLP3 years Service code 10 P.O. BOX 829702 · PHILADELPHIA, PA 19182 | Accounting | $14,700 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -18.13% | 1.88%-20.0pp | -5.12%-13.0pp | 2.77%-20.9pp |
| Employer contribution / active EE | $2,299 | $8,732-73.7% | $31,020-92.6% | $15,262-84.9% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |