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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 19 · EIN 01-0233346 | Securities Custodian | $80,067 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $37,890 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 | Consulting | $25,381 |
HARTER SECREST & EMERY LLP5 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $23,721 |
BENESYS, INC.8+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,831 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,298 | $88,479+76.6% | $96,515+61.9% | $80,157+95.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -6.81% | 22.53%-29.3pp | 35.73%-42.5pp | 40.39%-47.2pp |
| Employer contribution / active EE | $6,447 | $4,177+54.3% | $3,740+72.4% | $2,977+116.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $208 | $211-1.7% | $6,735-96.9% | $145+43.5% |