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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $229,596 |
Service code 13 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Contract Administrator | $164,399 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Pension Consulting | $41,729 |
HOLM & O'HARA1+ years Service code 29 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Legal | $37,494 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE, 8TH FLOOR · BOSTON, MA 02116 | Advisory (Plan) | $34,000 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06510 | Accounting | $14,000 |
BAIRD FUNDS1+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $12,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,576 | $80,354-45.8% | $133,975-67.5% | $63,975-31.9% |
| Participation rate | 60.7% | 87.5%-26.9pp | 87.1%-26.4pp | 71.1%-10.5pp |
| Annual return | -0.63% | 13.11%-13.7pp | 29.29%-29.9pp | 48.65%-49.3pp |
| Employer contribution / active EE | $4,973 | $3,503+41.9% | $5,211-4.6% | $2,182+127.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $141 | $69+102.8% | $9,324-98.5% | $70+99.5% |