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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $276,865 |
MEKETA INVESTMENT GROUP1 year Service code 16 · EIN 04-2659023 | Consulting | $75,289 |
MANZI & ASSOCIATES, LLC8+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $44,729 |
VERONICA DYER8+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $27,501 |
MICKEY LONG, ESQ.8+ years Service code 29 · EIN 04-3534086 | Legal | $26,634 |
LANGAN & DEMPSEY8+ years Service code 29 · EIN 04-2125930 | Legal | $23,815 |
WILLIAM BLAIR1 year Filed as: WILLIAM HURLEY Service code 30 · EIN 04-2647320 | Employee (plan) | $17,034 |
HEATHER ROMERI8+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $15,186 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $14,754 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $13,284 |
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 | $93,361 | $70,048+33.3% | $112,270-16.8% | $78,104+19.5% |
| Participation rate | 45.3% | 84.1%-38.9pp | 75.1%-29.8pp | 74.5%-29.2pp |
| Annual return | -15.24% | -10.85%-4.4pp | 27.49%-42.7pp | 10.90%-26.1pp |
| Employer contribution / active EE | $7,163 | $4,000+79.1% | $3,635+97.0% | $3,128+129.0% |
| Participant deferral / active EE | $25 | $3,679-99.3% | $4,729-99.5% | $5,089-99.5% |
| Admin fee / account holder | $132 | $127+4.1% | $6,411-97.9% | $79+67.3% |