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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 80-0709115 | Contract Administrator | $353,356 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $134,850 |
ROBERT CHEVERIE9+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $66,538 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $64,087 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2655998 | Investment Mgmt Fees | $55,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,607 | $74,831+25.1% | $96,543-3.0% | $103,657-9.7% |
| Participation rate | 79.4% | 83.1%-3.7pp | 74.3%+5.1pp | 73.4%+6.0pp |
| Annual return | 15.97% | 16.15%-0.2pp | 35.75%-19.8pp | 33.13%-17.2pp |
| Employer contribution / active EE | $7,140 | $3,888+83.7% | $3,741+90.9% | $3,216+122.0% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $93 | $130-28.8% | $6,737-98.6% | $114-18.8% |