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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 1300 THAMES ST STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $56,425 |
Filed as: JOHN HANCOCK LIFE INS CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,484 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,104 | $84,784+41.7% | $98,461+22.0% | $74,460+61.3% |
| Participation rate | 99.4% | 81.5%+17.9pp | 75.2%+24.2pp | 70.7%+28.6pp |
| Annual return | 19.70% | 20.59%-0.9pp | 21.17%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,092 | $3,364+51.4% | $3,049+67.0% | $2,638+93.0% |
| Participant deferral / active EE | $8,670 | $5,218+66.2% | $4,738+83.0% | $4,530+91.4% |
| Admin fee / account holder | $237 | $204+16.1% | $8,961-97.4% | $348-31.8% |