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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $296,395 |
C.E. HUMPHREY7+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $45,152 |
MANZI & ASSOCIATES, LLC7+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $35,757 |
VERONICA DYER7+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $32,835 |
MICKEY LONG, ESQ.7+ years Service code 29 · EIN 04-3534086 | Legal | $30,466 |
LANGAN & DEMPSEY7+ years Service code 29 · EIN 04-2125930 | Legal | $23,989 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $17,155 |
HEATHER ROMERI7+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $16,489 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1928058 | Consulting | $15,433 |
MAUREEN DOHERTY7+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $10,920 |
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 | $115,306 | $80,412+43.4% | $109,191+5.6% | $101,555+13.5% |
| Participation rate | 45.4% | 84.4%-39.0pp | 75.9%-30.5pp | 74.5%-29.2pp |
| Annual return | 13.33% | 16.17%-2.8pp | 25.76%-12.4pp | 21.00%-7.7pp |
| Employer contribution / active EE | $6,580 | $3,731+76.4% | $3,723+76.8% | $2,972+121.4% |
| Participant deferral / active EE | $26 | $3,396-99.2% | $4,653-99.4% | $4,874-99.5% |
| Admin fee / account holder | $129 | $135-4.3% | $6,756-98.1% | $139-7.4% |