| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $213,145 |
J W THOMPSON INVESTMENTS1 year Filed as: J W THOMPSON INVESTMENTS LLC Service code 27 3000 N OCEAN DR · SINGR ISLAND, FL 33404 | Advisory (Plan) | $73,500 |
Filed as: INNOVATIVE SOFTWARE Service code 12 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping and information managem... | $68,168 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE ROTH & ZABELL LLP Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $51,330 |
CITRIN COOPERMAN1 year Service code 10 529 FIFTH AVENU · NEW YORK, NY 10017 | Accounting | $30,331 |
AMALGAMATED1 year Filed as: AMALGAMATED LIFE INSURANCE CO Service code 23 333 WESTCHESTER AVENUE · NEW YORK, NY 10604 | Insurance services | $25,679 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 17 531 W MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $15,000 |
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 | $8,334 | $87,358-90.5% | $68,612-87.9% | $68,904-87.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 72.2%+27.8pp | 74.1%+25.9pp |
| Annual return | -3.76% | -3.98%+0.2pp | -4.63%+0.9pp | 1.07%-4.8pp |
| Employer contribution / active EE | $813 | $3,082-73.6% | $2,625-69.0% | $2,540-68.0% |
| Participant deferral / active EE | $714 | $4,259-83.2% | $3,311-78.4% | $4,015-82.2% |
| Admin fee / account holder | $29 | $68-57.8% | $5,131-99.4% | $71-60.0% |