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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $23,369 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,406 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,419 | $88,137-24.6% | $164,975-59.7% | $74,429-10.8% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.6%-78.6pp | 67.2%-67.2pp |
| Annual return | 10.60% | 17.13%-6.5pp | 70.12%-59.5pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $523 | $2,597-79.9% | $4,343-88.0% | $2,625-80.1% |
| Participant deferral / active EE | $5,706 | $4,501+26.8% | $6,033-5.4% | $4,348+31.2% |
| Admin fee / account holder | $582 | $2,231-73.9% | $12,688-95.4% | $1,944-70.1% |