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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $303,497 |
C.E. HUMPHREY5+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $113,441 |
MANZI & ASSOCIATES, LLC5+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $60,693 |
MICKEY LONG, ESQ.5+ years Service code 29 · EIN 04-3534086 | Legal | $37,904 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $37,056 |
VERONICA DYER5+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $34,982 |
LANGAN & DEMPSEY5+ years Service code 29 · EIN 04-2125930 | Legal | $25,158 |
HEATHER ROMERI5+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $17,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1928058 | Consulting | $16,912 |
TISHA POWERS4 years Service code 30 · EIN 04-2647320 | Employee (plan) | $11,722 |
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 | $103,094 | $78,226+31.8% | $92,916+11.0% | $82,204+25.4% |
| Participation rate | 41.1% | 82.7%-41.6pp | 76.0%-34.9pp | 73.4%-32.3pp |
| Annual return | 19.17% | 19.33%-0.2pp | 109.45%-90.3pp | 26.31%-7.1pp |
| Employer contribution / active EE | $5,845 | $3,911+49.4% | $3,654+60.0% | $2,707+115.9% |
| Participant deferral / active EE | $28 | $3,648-99.2% | $4,238-99.3% | $4,246-99.3% |
| Admin fee / account holder | $177 | $119+48.2% | $5,796-97.0% | $76+133.5% |