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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,247 |
VRAKAS S.C.2 years Service code 10 · EIN 39-1453055 | Accounting | $10,000 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $6,683 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,274 | $73,638-82.0% | $95,964-86.2% | $73,497-81.9% |
| Participation rate | 98.4% | 76.2%+22.3pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 9.67% | 16.78%-7.1pp | 91.64%-82.0pp | 28.51%-18.8pp |
| Employer contribution / active EE | $790 | $1,863-57.6% | $2,541-68.9% | $2,270-65.2% |
| Participant deferral / active EE | $1,251 | $3,617-65.4% | $4,167-70.0% | $3,740-66.6% |
| Admin fee / account holder | $118 | $482-75.4% | $6,797-98.3% | $513-76.9% |