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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $745,096 |
SHEET METAL CONTROL BOARD3+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 8403 ARLINGTON BLVD. SUITE 300 · FAIRFAX, DC 22031 | Accounting | $69,152 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $44,951 |
SELVIN AND HART3+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE. N. W. · WASHINGTON, DC 20036 | Legal | $18,482 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $18,000 |
SASMI3+ years Service code 49 · EIN 23-7315003 | Other Services | $14,902 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,184-100.0% | $92,240-100.0% | $177,276-100.0% |
| Participation rate | 0.0% | 85.6%-85.6pp | 76.5%-76.5pp | 74.8%-74.8pp |
| Annual return | 11.56% | 15.88%-4.3pp | 176.29%-164.7pp | 21.25%-9.7pp |
| Employer contribution / active EE | $425 | $2,985-85.8% | $3,680-88.4% | $2,479-82.8% |
| Participant deferral / active EE | $380 | $2,859-86.7% | $3,897-90.3% | $3,881-90.2% |
| Admin fee / account holder | $0 | $98-100.0% | $5,194-100.0% | $154-100.0% |