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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATIVE SERVICE PROFESSIONAL10+ years Service code 10 · EIN 20-4056745 | Accounting | $153,801 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 45-3008106 | Contract Administrator | $137,444 |
RBC WEALTH MANAGEMENT10+ years Service code 28 · EIN 41-1416330 | Investment Management | $25,393 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $13,250 |
SPEAR WILDERMAN4 years Filed as: SPEAR WILDERMAN PC Service code 29 · EIN 23-2749511 | Legal | $7,752 |
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 | $10,498 | $81,301-87.1% | $76,089-86.2% | $199,921-94.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 9.89% | 16.31%-6.4pp | 360.94%-351.1pp | 34.28%-24.4pp |
| Employer contribution / active EE | $868 | $3,352-74.1% | $2,690-67.7% | $3,035-71.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,089-100.0% |
| Admin fee / account holder | $114 | $145-21.2% | $6,418-98.2% | $269-57.5% |