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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $473,417 |
TRI-STATE ADMINISTRATORS INC10+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $89,710 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $62,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,550 |
O'BRIEN BELLAND & BUSHINSKY4 years Service code 29 · EIN 37-1467056 | Legal | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,519 | $36,728-93.1% | $56,411-95.5% | $99,062-97.5% |
| Participation rate | 100.0% | 25.4%+74.6pp | 52.5%+47.5pp | 71.6%+28.4pp |
| Annual return | 7.64% | 14.66%-7.0pp | 1701.33%-1693.7pp | 17.66%-10.0pp |
| Employer contribution / active EE | $623 | $415+50.2% | $1,039-40.0% | $3,262-80.9% |
| Participant deferral / active EE | $0 | $1,058-100.0% | $1,952-100.0% | $5,331-100.0% |
| Admin fee / account holder | $54 | $113-51.9% | $2,829-98.1% | $109-50.1% |