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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $132,875 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
SLEVIN & HART, P.C.6+ years Service code 29 · EIN 32-0443423 | Legal | $38,592 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $30,215 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 16 · EIN 13-1835864 | Consulting | $11,827 |
Service code 30 · EIN 36-4291971 | Employee (plan) | $9,408 |
DOYLE PRINTING1 year Filed as: DOYLE PRINTING & OFFSET, INC. Service code 36 · EIN 53-0191325 | Direct payment from the plan; Copying... | $6,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,030 | $164,350-86.0% | $95,968-76.0% | $106,273-78.3% |
| Participation rate | 67.4% | 90.5%-23.1pp | 77.1%-9.7pp | 70.8%-3.4pp |
| Annual return | 13.50% | 14.56%-1.1pp | 91.65%-78.2pp | 21.70%-8.2pp |
| Employer contribution / active EE | $445 | $4,292-89.6% | $2,542-82.5% | $2,722-83.7% |
| Participant deferral / active EE | $1,711 | $7,854-78.2% | $4,167-58.9% | $4,601-62.8% |
| Admin fee / account holder | $49 | $65-24.9% | $6,798-99.3% | $78-37.3% |