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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $65,756 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY, THE WILSHINSKY GRP Service code 27 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $56,541 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,049 | $82,188-35.5% | $125,391-57.7% | $64,824-18.2% |
| Participation rate | 84.2% | 77.9%+6.3pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | -22.73% | 3.50%-26.2pp | 572.41%-595.1pp | 32.84%-55.6pp |
| Employer contribution / active EE | $1,688 | $3,617-53.3% | $4,816-64.9% | $2,507-32.7% |
| Participant deferral / active EE | $7,656 | $7,177+6.7% | $7,448+2.8% | $4,311+77.6% |
| Admin fee / account holder | $207 | $163+26.6% | $10,009-97.9% | $188+10.0% |