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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY Service code 13 · EIN 01-0233346 | Contract Administrator | $42,911 |
NAT'L ELEV IND PENSION PLAN3 years Filed as: NAT'L EMPLOYEE BENEFITS ADMIN. INC. Service code 13 · EIN 65-0498809 | Contract Administrator | $27,429 |
Filed as: PLUMBERS & PIPEFITTERS U.A. L. 188 Service code 49 2377 E. VICTORY DRIVE · SAVANNAH, GA 31404 | Other Services | $18,473 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $18,245 |
Service code 29 · EIN 72-0999672 | Legal | $16,213 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,852 |
Filed as: MY BENEFITS ADMINISTATOR, LLC Service code 13 · EIN 99-0940151 | Contract Administrator | $8,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,836 | $92,224-73.1% | $105,223-76.4% | $79,634-68.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.60% | 88.65%-76.1pp | 180.65%-168.1pp | 36.46%-23.9pp |
| Employer contribution / active EE | $2,721 | $3,965-31.4% | $3,689-26.2% | $2,529+7.6% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $209 | $1,121-81.3% | $8,859-97.6% | $1,002-79.1% |