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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $338,297 |
SHEET METAL CONTROL BOARD5+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 8403 ARLINGTON BLVD. SUITE 300 · FAIRFAX, DC 22031 | Accounting | $89,196 |
SASMI5+ years Service code 49 · EIN 23-7315003 | Other Services | $57,954 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $49,806 |
SELVIN AND HART5+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE. N. W. · WASHINGTON, DC 20036 | Legal | $40,867 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $31,100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,042 | $78,226-82.1% | $92,915-84.9% | $82,204-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 16.75% | 19.33%-2.6pp | 109.45%-92.7pp | 26.31%-9.6pp |
| Employer contribution / active EE | $471 | $3,911-88.0% | $3,653-87.1% | $2,707-82.6% |
| Participant deferral / active EE | $487 | $3,648-86.7% | $4,238-88.5% | $4,246-88.5% |
| Admin fee / account holder | $78 | $119-34.3% | $5,796-98.6% | $76+3.6% |