Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $241,937 |
C.E. HUMPHREY4+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $89,675 |
MANZI & ASSOCIATES, LLC4+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $37,110 |
MICKEY LONG, ESQ.4+ years Service code 29 · EIN 04-3534086 | Legal | $30,563 |
VERONICA DYER4+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $29,254 |
LANGAN & DEMPSEY4+ years Service code 29 · EIN 04-2125930 | Legal | $25,079 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $20,453 |
HEATHER ROMERI4+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $14,692 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1928058 | Consulting | $13,113 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $11,610 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,194 | $32,929+131.4% | $76,518-0.4% | $68,904+10.6% |
| Participation rate | 58.9% | 38.1%+20.8pp | 68.0%-9.1pp | 74.1%-15.2pp |
| Annual return | -3.00% | 7.15%-10.2pp | -0.27%-2.7pp | 1.07%-4.1pp |
| Employer contribution / active EE | $5,556 | $904+514.3% | $2,647+109.9% | $2,540+118.7% |
| Participant deferral / active EE | $25 | $1,310-98.1% | $3,836-99.4% | $4,015-99.4% |
| Admin fee / account holder | $126 | $93+35.0% | $4,849-97.4% | $71+76.4% |