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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 | Contract Administrator | $208,318 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $132,384 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
HOLM & O'HARA5+ years Service code 29 · EIN 13-3591118 | Legal | $33,175 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $16,205 |
BAIRD FUNDS5+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $14,267 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $14,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 17 · EIN 46-0619194 | Pension Consulting | $6,949 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 49 · EIN 23-2182079 | Other Services | $5,833 |
NOVAK FRANCELLA LLC1 year Filed as: NOVACK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $5,148 |
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 | $65,643 | $81,719-19.7% | $101,275-35.2% | $90,274-27.3% |
| Participation rate | 42.8% | 80.7%-38.0pp | 75.8%-33.1pp | 73.4%-30.6pp |
| Annual return | 7.16% | 337.64%-330.5pp | 46.46%-39.3pp | 53.97%-46.8pp |
| Employer contribution / active EE | $4,786 | $3,622+32.1% | $3,660+30.8% | $2,523+89.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $194 | $162+20.0% | $5,948-96.7% | $114+70.3% |