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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $25,253 |
FITZSIMMONS ABRAMS, LLP2 years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE, STE 210 · WOODBURY, NY 11797 | Accounting | $10,000 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 ONE FAWCETT PLACE 3RD FLOOR · GREENWICH CT, CT 06830 | Advisory (Plan) | $6,071 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,533 | $83,369-88.6% | $105,223-90.9% | $67,986-86.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 12.24% | 24.64%-12.4pp | 180.65%-168.4pp | 31.67%-19.4pp |
| Employer contribution / active EE | $3,963 | $2,541+56.0% | $3,689+7.4% | $2,019+96.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $263 | $4,073-93.5% | $8,859-97.0% | $3,203-91.8% |