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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 10 · EIN 13-3072894 | Accounting | $116,126 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,001 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $17,481 |
Service code 10 · EIN 38-2284921 | Accounting | $17,150 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $12,150 |
PNC BANK, N.A.8 years Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48044 | Direct payment from the plan; Custodi... | $11,440 |
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 | $70,423 | $103,641-32.1% | $107,525-34.5% | $102,872-31.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.98% | 13.08%-3.1pp | 181.32%-171.3pp | 19.06%-9.1pp |
| Employer contribution / active EE | $2,792 | $5,096-45.2% | $3,754-25.6% | $3,526-20.8% |
| Participant deferral / active EE | $1,320 | $3,789-65.2% | $5,116-74.2% | $5,535-76.2% |
| Admin fee / account holder | $153 | $276-44.5% | $8,919-98.3% | $292-47.5% |