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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $290,380 |
C.E. HUMPHREY6+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $86,998 |
VERONICA DYER6+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $41,240 |
MICKEY LONG, ESQ.6+ years Service code 29 · EIN 04-3534086 | Legal | $39,178 |
MANZI & ASSOCIATES, LLC6+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $35,379 |
LANGAN & DEMPSEY6+ years Service code 29 · EIN 04-2125930 | Legal | $25,166 |
HEATHER ROMERI6+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $20,065 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $18,005 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $16,758 |
TISHA POWERS5 years Service code 30 · EIN 04-2647320 | Employee (plan) | $13,719 |
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 | $104,865 | $73,497+42.7% | $101,275+3.5% | $93,223+12.5% |
| Participation rate | 45.9% | 84.5%-38.7pp | 75.8%-29.9pp | 74.9%-29.0pp |
| Annual return | 15.44% | 11.66%+3.8pp | 46.46%-31.0pp | 19.29%-3.8pp |
| Employer contribution / active EE | $5,863 | $3,600+62.9% | $3,660+60.2% | $2,680+118.8% |
| Participant deferral / active EE | $26 | $3,303-99.2% | $4,370-99.4% | $4,563-99.4% |
| Admin fee / account holder | $148 | $121+22.4% | $5,948-97.5% | $79+86.9% |