Filed December 14, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $70,392 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $60,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,762 | $122,239-9.4% | $184,203-39.9% | $74,495+48.7% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 13.95% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,522 | $7,139+47.4% | $9,131+15.2% | $4,346+142.1% |
| Admin fee / account holder | $386 | $1,260-69.3% | $13,901-97.2% | $1,942-80.1% |