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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 | Contract Administrator | $208,488 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $118,544 |
HOLM & O'HARA8+ years Service code 29 · EIN 13-3591118 | Legal | $40,909 |
THE SEGAL COMPANY5 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $18,704 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $14,000 |
BAIRD FUNDS8+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,000 |
NOVAK FRANCELLA LLC4 years Filed as: NOVACK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $11,638 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 | Pension Consulting | $7,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,059 | $88,479-6.1% | $96,543-14.0% | $80,187+3.6% |
| Participation rate | 35.2% | 79.9%-44.7pp | 74.3%-39.2pp | 72.9%-37.8pp |
| Annual return | 9.03% | 22.53%-13.5pp | 35.75%-26.7pp | 40.40%-31.4pp |
| Employer contribution / active EE | $5,070 | $4,177+21.4% | $3,741+35.5% | $2,980+70.1% |
| Participant deferral / active EE | $21 | $3,961-99.5% | $4,880-99.6% | $5,016-99.6% |
| Admin fee / account holder | $201 | $211-5.2% | $6,737-97.0% | $145+38.3% |