| Provider | Service type | Compensation |
|---|---|---|
J W THOMPSON INVESTMENTS1 year Filed as: J W THOMPSON INVESTMENTS, LLC Service code 27 245 WATERMAN STREET · PROVIDENCE, RI 02906 | Advisory (Plan) | $73,500 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $64,186 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $59,994 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $34,644 |
L G C&D1 year Service code 10 10 WEYBOSSET ST · PROVIDENCE, RI 02903 | Accounting | $23,000 |
CRYSTAL & COMPANY1 year Service code 23 32 OLD SLIP · NEW YORK, NY 10005 | Insurance services | $22,894 |
AMALGAMATED1 year Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 23 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Insurance services | $14,154 |
THE BOGDAHN GROUP1 year Service code 27 4901 VINELAND ROAD · ORLANDO, FL 02906 | Advisory (Plan) | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,999 | $92,488-91.4% | $69,779-88.5% | $65,292-87.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 71.8%+28.2pp | 72.4%+27.6pp |
| Annual return | 8.10% | 20.13%-12.0pp | 12.99%-4.9pp | 11.84%-3.7pp |
| Employer contribution / active EE | $702 | $3,198-78.0% | $2,338-70.0% | $2,302-69.5% |
| Participant deferral / active EE | $764 | $4,112-81.4% | $2,931-73.9% | $3,579-78.7% |
| Admin fee / account holder | $20 | $58-65.9% | $4,381-99.5% | $57-65.3% |