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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 15 · EIN 01-0233346 | Recordkeeping | $84,578 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $24,767 |
Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $12,492 |
J.A. MARIANO AGENCY1 year Filed as: J. A. MARIANO AGENCY Service code 29 679 LANDIS AVENUE · RESHAYN, NJ 08352 | Legal | $12,244 |
BENESYS, INC.4+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $11,938 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,044 | $95,776+44.1% | $162,185-14.9% | $77,775+77.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.98% | 37.03%-32.1pp | 115.61%-110.6pp | 32.58%-27.6pp |
| Employer contribution / active EE | $4,975 | $3,874+28.4% | $5,613-11.4% | $2,504+98.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $214 | $88+144.1% | $10,844-98.0% | $100+113.8% |