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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 | $306,135 |
Service code 13 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Contract Administrator | $185,412 |
HOLM & O'HARA3+ years Service code 29 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Legal | $34,738 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS 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 FUNDS3+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $11,285 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $6,821 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 17 | Pension Consulting | $3,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,158 | $82,546-33.2% | $140,019-60.6% | $75,289-26.7% |
| Participation rate | 53.9% | 88.4%-34.4pp | 87.5%-33.6pp | 72.4%-18.5pp |
| Annual return | 9.23% | -0.36%+9.6pp | 651.19%-642.0pp | -0.04%+9.3pp |
| Employer contribution / active EE | $5,174 | $3,856+34.2% | $5,605-7.7% | $2,405+115.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $128 | $86+49.4% | $10,705-98.8% | $102+25.2% |