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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 | Contract Administrator | $218,228 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $133,714 |
THE SEGAL COMPANY3 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
HOLM & O'HARA6+ years Service code 29 · EIN 13-3591118 | Legal | $33,882 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $14,000 |
BAIRD FUNDS6+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,003 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $7,107 |
NOVAK FRANCELLA LLC2 years Filed as: NOVACK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $6,361 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 49 · EIN 23-2182079 | Other Services | $5,833 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 · EIN 46-0619194 | Pension Consulting | $5,186 |
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 | $84,947 | $88,770-4.3% | $109,191-22.2% | $93,010-8.7% |
| Participation rate | 36.5% | 81.5%-45.0pp | 75.9%-39.4pp | 73.9%-37.4pp |
| Annual return | 26.02% | 60.64%-34.6pp | 25.76%+0.3pp | 158.70%-132.7pp |
| Employer contribution / active EE | $4,450 | $3,780+17.7% | $3,723+19.5% | $2,705+64.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $202 | $172+17.0% | $6,756-97.0% | $152+32.9% |