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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $576,913 |
TRI-STATE ADMINISTRATORS INC4+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $203,537 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
O'BRIEN BELLAND & BUSHINSKY4+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $18,683 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $15,384 |
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 | $1,725 | $23,119-92.5% | $71,086-97.6% | $75,289-97.7% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.7%+45.3pp | 72.4%+27.6pp |
| Annual return | -5.15% | -3.32%-1.8pp | 650.59%-655.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $696 | $399+74.4% | $1,088-36.0% | $2,405-71.1% |
| Participant deferral / active EE | $0 | $960-100.0% | $1,874-100.0% | $3,739-100.0% |
| Admin fee / account holder | $74 | $89-17.5% | $3,082-97.6% | $102-27.8% |