Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1542648 | Contract Administrator | $211,399 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $144,980 |
THE SEGAL COMPANY6 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
HOLM & O'HARA9+ years Service code 29 · EIN 13-3591118 | Legal | $33,041 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $19,768 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $14,000 |
BAIRD FUNDS9+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,439 |
NOVAK FRANCELLA LLC5 years Filed as: NOVACK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $5,475 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 | Pension Consulting | $5,309 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,483 | $241,850-58.0% | $102,437-0.9% | $200,096-49.3% |
| Participation rate | 27.3% | 78.3%-51.0pp | 74.5%-47.2pp | 72.0%-44.7pp |
| Annual return | 13.72% | 17.67%-3.9pp | 24.95%-11.2pp | 34.26%-20.5pp |
| Employer contribution / active EE | $4,860 | $4,253+14.3% | $3,871+25.6% | $3,038+60.0% |
| Participant deferral / active EE | $95 | $3,961-97.6% | $5,060-98.1% | $5,090-98.1% |
| Admin fee / account holder | $216 | $288-24.9% | $8,388-97.4% | $269-19.7% |