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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $453,859 |
TRI-STATE ADMINISTRATORS INC8+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $127,046 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $44,500 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
O'BRIEN BELLAND & BUSHINSKY2 years Service code 29 · EIN 37-1467056 | Legal | $6,128 |
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 | $2,097 | $26,906-92.2% | $61,399-96.6% | $77,906-97.3% |
| Participation rate | 100.0% | 33.4%+66.6pp | 52.6%+47.4pp | 73.7%+26.3pp |
| Annual return | -13.43% | -14.46%+1.0pp | 338.81%-352.2pp | 12.16%-25.6pp |
| Employer contribution / active EE | $625 | $521+20.0% | $1,159-46.1% | $2,846-78.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $2,124-100.0% | $4,805-100.0% |
| Admin fee / account holder | $57 | $117-50.9% | $2,131-97.3% | $133-56.7% |