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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 50 · EIN 13-5582869 | Direct Payment | $131,026 |
MANZI & ASSOCIATES, LLC6+ years Service code 10 · EIN 04-3508036 | Accounting | $31,803 |
ROBERT CHEVERIE6+ years Service code 29 · EIN 06-1335139 | Legal | $28,663 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $23,153 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $19,592 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $14,466 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $7,233 |
ISSI4 years Service code 15 · EIN 23-2182079 | Recordkeeping | $5,649 |
SEI INVESTMENTS6+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,336 | $88,770+28.8% | $109,191+4.7% | $93,010+22.9% |
| Participation rate | 58.4% | 81.5%-23.1pp | 75.9%-17.5pp | 73.9%-15.5pp |
| Annual return | 19.93% | 60.64%-40.7pp | 25.76%-5.8pp | 158.70%-138.8pp |
| Employer contribution / active EE | $5,253 | $3,780+39.0% | $3,723+41.1% | $2,705+94.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $156 | $172-9.3% | $6,756-97.7% | $152+3.1% |