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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 | Contract Administrator | $211,131 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $118,842 |
HOLM & O'HARA7+ years Service code 29 · EIN 13-3591118 | Legal | $59,509 |
THE SEGAL COMPANY4 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,193 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $19,603 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $14,000 |
BAIRD FUNDS7+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,048 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 | 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 | $75,681 | $76,774-1.4% | $112,270-32.6% | $77,906-2.9% |
| Participation rate | 36.1% | 80.2%-44.1pp | 75.1%-38.9pp | 73.7%-37.6pp |
| Annual return | -12.26% | -10.25%-2.0pp | 27.49%-39.8pp | 12.16%-24.4pp |
| Employer contribution / active EE | $5,123 | $3,977+28.8% | $3,635+40.9% | $2,846+80.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $212 | $239-11.3% | $6,411-96.7% | $133+59.9% |