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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 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE 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 | $77,788-68.1% | $119,126-79.2% | $64,728-61.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 12.60% | 13.19%-0.6pp | 282.11%-269.5pp | 49.38%-36.8pp |
| Employer contribution / active EE | $2,721 | $4,031-32.5% | $4,034-32.5% | $2,243+21.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $209 | $1,365-84.7% | $10,693-98.0% | $1,145-81.7% |