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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $42,013 |
Filed as: NAT'L EMPLOYEE BENEFITS ADMIN. INC. Service code 13 · EIN 65-0498809 | Contract Administrator | $33,438 |
Filed as: ROBEIN, URANN, SPENCER, PICARD & CA Service code 29 · EIN 72-0999672 | Legal | $15,237 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $7,465 |
Filed as: DENNIS G JENKINS CPA LLC Service code 10 · EIN 20-5886120 | Accounting | $6,000 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,894 | $93,010-79.7% | $96,520-80.4% | $74,440-74.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.51% | 37.50%-27.0pp | 35.72%-25.2pp | 34.37%-23.9pp |
| Employer contribution / active EE | $2,320 | $3,427-32.3% | $3,739-37.9% | $2,638-12.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $180 | $633-71.6% | $6,733-97.3% | $348-48.3% |