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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 26 · EIN 01-0233346 | Advisory (Participants) | $321,642 |
TRI-STATE ADMINISTRATORS INC2+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $205,107 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $17,970 |
Filed as: BRADY, MAGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $6,316 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $6,209 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 28 · EIN 26-4310632 | Investment Management | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,900 | $23,734-92.0% | $69,182-97.3% | $65,292-97.1% |
| Participation rate | 100.0% | 33.1%+66.9pp | 55.1%+44.9pp | 72.4%+27.6pp |
| Annual return | -0.76% | 19.78%-20.5pp | -21.93%+21.2pp | 11.84%-12.6pp |
| Employer contribution / active EE | $703 | $294+139.0% | $1,206-41.7% | $2,302-69.5% |
| Participant deferral / active EE | $0 | $695-100.0% | $1,897-100.0% | $3,579-100.0% |
| Admin fee / account holder | $61 | $58+4.4% | $2,697-97.7% | $57+6.4% |