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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 · EIN 13-5582869 | Investment Management | $285,301 |
MEKETA INVESTMENT GROUP2 years Service code 16 · EIN 04-2659023 | Consulting | $68,849 |
MANZI & ASSOCIATES, LLC9+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $51,264 |
MICKEY LONG, ESQ.9+ years Service code 29 · EIN 04-3534086 | Legal | $39,822 |
WILLIAM BLAIR2 years Filed as: WILLIAM HURLEY Service code 30 · EIN 04-2647320 | Employee (plan) | $31,671 |
LANGAN & DEMPSEY9+ years Service code 29 · EIN 04-2125930 | Legal | $24,157 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1928058 | Consulting | $22,491 |
Service code 15 · EIN 52-1796478 | Recordkeeping | $21,428 |
HEATHER ROMERI9+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $20,515 |
LYA BERMUDEZ5 years Service code 30 · EIN 04-2647320 | Employee (plan) | $15,001 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,151 | $74,831+43.2% | $96,683+10.8% | $103,482+3.5% |
| Participation rate | 42.1% | 83.1%-40.9pp | 74.3%-32.2pp | 73.3%-31.1pp |
| Annual return | 16.45% | 16.15%+0.3pp | 35.69%-19.2pp | 33.11%-16.7pp |
| Employer contribution / active EE | $6,632 | $3,888+70.6% | $3,737+77.5% | $3,208+106.8% |
| Participant deferral / active EE | $22 | $3,896-99.4% | $4,878-99.6% | $5,207-99.6% |
| Admin fee / account holder | $153 | $130+17.5% | $6,730-97.7% | $114+34.0% |