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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $192,831 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $98,017 |
ARIELLE MARTIN1 year Service code 30 · EIN 35-6028684 | Direct payment from the plan; Employe... | $29,061 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $17,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 | Legal | $15,028 |
KMR SYSTEMS CORP9 years Filed as: KMR SYSTEMS Service code 49 · EIN 13-3192128 | Other Services | $8,418 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,281 | $241,850-90.4% | $102,412-77.3% | $199,960-88.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.39% | 17.67%-7.3pp | 24.94%-14.6pp | 34.28%-23.9pp |
| Employer contribution / active EE | $1,801 | $4,253-57.7% | $3,870-53.5% | $3,036-40.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $117 | $288-59.6% | $8,388-98.6% | $269-56.7% |