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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $286,753 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $123,000 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $60,822 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,283 | $78,226-2.5% | $92,916-17.9% | $82,204-7.2% |
| Participation rate | 90.6% | 82.7%+7.9pp | 76.0%+14.6pp | 73.4%+17.2pp |
| Annual return | 16.59% | 19.33%-2.7pp | 109.45%-92.9pp | 26.31%-9.7pp |
| Employer contribution / active EE | $7,214 | $3,911+84.4% | $3,654+97.5% | $2,707+166.5% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $63 | $119-46.7% | $5,796-98.9% | $76-16.1% |