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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,298 | $41,281-79.9% | $109,313-92.4% | $57,658-85.6% |
| Participation rate | 57.8% | 59.3%-1.5pp | 71.3%-13.4pp | 70.2%-12.4pp |
| Annual return | 7.26% | 8.97%-1.7pp | 22.07%-14.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $773 | $2,223-65.2% | $3,166-75.6% | $3,061-74.7% |
| Admin fee / account holder | $41 | $75-44.9% | $5,666-99.3% | $95-56.2% |