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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 80-0709115 | Contract Administrator | $155,710 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $129,490 |
ROBERT CHEVERIE7+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $60,452 |
Filed as: MORGAN STANLEY Service code 51 1585 BROADWAY · NEW YORK, NY 10036 | Investment Mgmt Fees | $41,250 |
SANTANDER BANK2 years Service code 21 PO BOX 841002 · BOSTON, MA 02284 | Bank Trustee | $5,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,088 | $80,412+14.5% | $109,191-15.7% | $101,555-9.3% |
| Participation rate | 86.7% | 84.4%+2.3pp | 75.9%+10.8pp | 74.5%+12.2pp |
| Annual return | 11.69% | 16.17%-4.5pp | 25.76%-14.1pp | 21.00%-9.3pp |
| Employer contribution / active EE | $7,802 | $3,731+109.1% | $3,723+109.6% | $2,972+162.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $72 | $135-46.5% | $6,756-98.9% | $139-48.2% |