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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $80,170 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY, THE WILSHINSKY GRP Service code 27 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $70,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,579 | $106,110-25.0% | $147,005-45.9% | $77,671+2.5% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.1pp | 70.6%+19.6pp |
| Annual return | 15.34% | 56.77%-41.4pp | 418.76%-403.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $1,748 | $4,065-57.0% | $4,934-64.6% | $2,726-35.9% |
| Participant deferral / active EE | $8,010 | $7,992+0.2% | $8,070-0.7% | $4,648+72.3% |
| Admin fee / account holder | $275 | $338-18.5% | $13,006-97.9% | $430-36.0% |