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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 13 · EIN 80-0709115 | Contract Administrator | $363,398 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $90,200 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $72,247 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONS LL Service code 13 321 RESEARCH PARKWAY, SUITE 110 · MERIDEN, CT 06450 | Contract Administrator | $68,000 |
ROBERT CHEVERIE10+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2655998 | Investment Mgmt Fees | $55,000 |
THE SEGAL COMPANY1 year Service code 51 · EIN 13-1835864 | Investment Mgmt Fees | $7,976 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,433 | $63,356+64.8% | $102,437+1.9% | $106,553-2.0% |
| Participation rate | 74.9% | 84.3%-9.4pp | 74.5%+0.4pp | 69.8%+5.1pp |
| Annual return | 11.81% | 14.77%-3.0pp | 24.95%-13.1pp | 17.37%-5.6pp |
| Employer contribution / active EE | $7,033 | $4,310+63.2% | $3,871+81.7% | $3,359+109.4% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $95 | $110-13.9% | $8,388-98.9% | $80+19.1% |