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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $9,888 |
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $20,721 | $122,239-83.0% | $184,200-88.8% | $74,546-72.2% |
| Participation rate | 61.5% | 85.5%-23.9pp | 86.8%-25.3pp | 67.2%-5.7pp |
| Annual return | 17.10% | 19.95%-2.8pp | 28.80%-11.7pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $1,824 | $4,537-59.8% | $6,424-71.6% | $2,624-30.5% |
| Participant deferral / active EE | $3,782 | $7,139-47.0% | $9,132-58.6% | $4,347-13.0% |
| Admin fee / account holder | $206 | $1,260-83.7% | $13,907-98.5% | $1,944-89.4% |