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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $290,824 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $126,700 |
ROBERT CHEVERIE6+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $58,299 |
UBS FINANCIAL SERVICES INC6+ years Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $55,000 |
SANTANDER BANK1 year Service code 21 PO BOX 841002 · BOSTON, MA 02284 | Bank Trustee | $5,255 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,847 | $73,497+19.5% | $101,275-13.3% | $93,223-5.8% |
| Participation rate | 89.0% | 84.5%+4.5pp | 75.8%+13.2pp | 74.9%+14.1pp |
| Annual return | 12.67% | 11.66%+1.0pp | 46.46%-33.8pp | 19.29%-6.6pp |
| Employer contribution / active EE | $8,494 | $3,600+136.0% | $3,660+132.1% | $2,680+217.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $58 | $121-51.6% | $5,948-99.0% | $79-26.1% |