Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $128,972 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $115,266 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,522 | $122,693+25.9% | $184,203-16.1% | $199,593-22.6% |
| Participation rate | 98.8% | 86.8%+12.0pp | 86.8%+12.0pp | 72.0%+26.9pp |
| Annual return | 27.14% | 143.91%-116.8pp | 28.81%-1.7pp | 34.25%-7.1pp |
| Employer contribution / active EE | $6,876 | $4,584+50.0% | $6,427+7.0% | $3,034+126.6% |
| Participant deferral / active EE | $9,983 | $7,990+24.9% | $9,131+9.3% | $5,087+96.2% |
| Admin fee / account holder | $207 | $121+71.6% | $13,901-98.5% | $269-23.1% |