See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 10 · EIN 13-3072894 | Accounting | $106,114 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $69,999 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $17,199 |
Service code 10 · EIN 38-2284921 | Accounting | $16,500 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $10,818 |
PNC BANK, N.A.7 years Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48044 | Custodial (other than securities); Di... | $10,188 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,735 | $241,101-72.3% | $103,333-35.4% | $199,593-66.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.91% | 17.80%-2.9pp | 24.88%-10.0pp | 34.25%-19.3pp |
| Employer contribution / active EE | $2,923 | $4,244-31.1% | $3,868-24.4% | $3,034-3.7% |
| Participant deferral / active EE | $1,289 | $3,958-67.4% | $5,057-74.5% | $5,087-74.7% |
| Admin fee / account holder | $154 | $288-46.6% | $8,355-98.2% | $269-42.8% |