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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $135,300 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $33,294 |
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 32-0443423 | Legal | $11,225 |
KELLY PRESS INC7+ years Filed as: KELLY PRESS, INC. Service code 36 · EIN 52-0975591 | Participant communication; Copying an... | $6,699 |
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.
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.
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 | $25,109 | $171,796-85.4% | $111,319-77.4% | $106,520-76.4% |
| Participation rate | 68.0% | 88.6%-20.6pp | 77.3%-9.3pp | 71.3%-3.3pp |
| Annual return | 12.03% | 18.62%-6.6pp | 54.68%-42.7pp | 19.28%-7.3pp |
| Employer contribution / active EE | $482 | $4,687-89.7% | $2,732-82.4% | $2,840-83.0% |
| Participant deferral / active EE | $1,674 | $7,845-78.7% | $4,488-62.7% | $4,948-66.2% |
| Admin fee / account holder | $58 | $69-16.9% | $7,966-99.3% | $75-22.6% |