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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 28 · EIN 01-0233346 | Investment Management | $226,115 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $45,000 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $38,215 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $17,656 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $16,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,701 | $76,774-23.5% | $112,263-47.7% | $77,906-24.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.90% | -10.25%+2.4pp | 27.49%-35.4pp | 12.16%-20.1pp |
| Employer contribution / active EE | $10,756 | $3,977+170.5% | $3,636+195.8% | $2,846+277.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $280 | $239+17.2% | $6,410-95.6% | $133+111.3% |