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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $2,141 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,168 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $40 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Filed as: MORGAN STANLEY INS SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,250 | $59,402+11.5% | $93,654-29.3% | $74,546-11.1% |
| Participation rate | 89.1% | 59.7%+29.5pp | 68.7%+20.4pp | 67.2%+21.9pp |
| Annual return | 16.90% | 81.86%-65.0pp | 133.34%-116.4pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $329 | $1,265-74.0% | $2,421-86.4% | $2,624-87.5% |
| Participant deferral / active EE | $1,692 | $3,049-44.5% | $4,413-61.7% | $4,347-61.1% |
| Admin fee / account holder | $346 | $3,023-88.5% | $8,282-95.8% | $1,944-82.2% |