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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $65,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $61,318 |
O'CONNOR DAVIES, LLP2 years Filed as: O'CONNOR & DREW P.C. Service code 10 25 BRAINTREE HILL OFFICE PK, · BRAINTREE, MA 02184 | Accounting | $11,750 |
Annual investment return 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 | $53,259 | $39,973+33.2% | $79,580-33.1% | $77,906-31.6% |
| Participation rate | 97.6% | 64.6%+33.0pp | 69.5%+28.1pp | 73.7%+23.9pp |
| Annual return | -18.69% | 3.42%-22.1pp | 0.15%-18.8pp | 12.16%-30.8pp |
| Employer contribution / active EE | $1,046 | $1,088-3.9% | $2,413-56.7% | $2,846-63.3% |
| Participant deferral / active EE | $3,965 | $2,774+42.9% | $3,985-0.5% | $4,805-17.5% |
| Admin fee / account holder | $94 | $113-16.7% | $6,835-98.6% | $133-29.1% |