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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 | $327,029 |
Service code 13 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Contract Administrator | $206,469 |
HOLM & O'HARA4+ years Service code 29 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Legal | $34,185 |
THE SEGAL COMPANY1 year Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 333 W. 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | 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 FUNDS4+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $11,242 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,103 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 17 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Pension Consulting | $5,312 |
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 | $58,443 | $95,776-39.0% | $162,185-64.0% | $77,775-24.9% |
| Participation rate | 50.9% | 88.6%-37.7pp | 87.6%-36.6pp | 73.2%-22.3pp |
| Annual return | 5.99% | 37.03%-31.0pp | 115.61%-109.6pp | 32.58%-26.6pp |
| Employer contribution / active EE | $5,585 | $3,874+44.2% | $5,613-0.5% | $2,504+123.0% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $132 | $88+50.7% | $10,844-98.8% | $100+32.1% |