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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,122 | $47,078-80.6% | $100,671-90.9% | $55,191-83.5% |
| Participation rate | 50.8% | 58.0%-7.2pp | 70.7%-19.9pp | 69.2%-18.4pp |
| Annual return | -2.57% | 0.65%-3.2pp | 20.43%-23.0pp | 10.78%-13.3pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $784 | $2,038-61.6% | $3,144-75.1% | $3,046-74.3% |
| Admin fee / account holder | $55 | $153-64.2% | $4,850-98.9% | $91-39.5% |