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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 80-0709115 | Contract Administrator | $316,102 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $132,575 |
ROBERT CHEVERIE8+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $64,108 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2655998 | Investment Mgmt Fees | $55,000 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $43,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,800 | $70,048+21.1% | $112,270-24.5% | $78,104+8.6% |
| Participation rate | 81.7% | 84.1%-2.4pp | 75.1%+6.7pp | 74.5%+7.2pp |
| Annual return | -13.62% | -10.85%-2.8pp | 27.49%-41.1pp | 10.90%-24.5pp |
| Employer contribution / active EE | $7,815 | $4,000+95.4% | $3,635+115.0% | $3,128+149.9% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $99 | $127-21.7% | $6,411-98.5% | $79+25.8% |