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| Provider | Service type | Compensation |
|---|---|---|
CT PIPE TRADES BENEFIT FUNDS ADMIN10+ years Service code 13 · EIN 06-1542648 | Contract Administrator | $180,652 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $144,834 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 | Legal | $37,939 |
THE SEGAL COMPANY7 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $16,000 |
BAIRD FUNDS10+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,000 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $10,208 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 | Pension Consulting | $5,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,682 | $98,776+13.1% | $119,126-6.2% | $89,670+24.5% |
| Participation rate | 26.0% | 83.1%-57.1pp | 75.8%-49.7pp | 71.2%-45.1pp |
| Annual return | 11.51% | 9.25%+2.3pp | 282.11%-270.6pp | 19.66%-8.2pp |
| Employer contribution / active EE | $5,420 | $5,802-6.6% | $4,034+34.4% | $4,041+34.1% |
| Participant deferral / active EE | $17 | $1,748-99.0% | $5,318-99.7% | $3,962-99.6% |
| Admin fee / account holder | $199 | $230-13.7% | $10,693-98.1% | $352-43.5% |