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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 20-4056745 | Accounting | $127,700 |
Filed as: JOHN HANCOCK FINANCIAL SERVICES Service code 13 690 CANTON STREET · WESTWOOD, MA 02090 | Contract Administrator | $85,784 |
RBC WEALTH MANAGEMENT8+ years Service code 28 · EIN 41-1416330 | Investment Management | $21,331 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $12,750 |
SPEAR WILDERMAN2 years Filed as: SPEAR WILDERMAN PC Service code 29 · EIN 23-2749511 | Legal | $10,498 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,028 | $63,321-84.2% | $68,808-85.4% | $77,906-87.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -16.54% | -6.50%-10.0pp | -6.37%-10.2pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,700 | $2,794-39.1% | $2,656-36.0% | $2,846-40.3% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $106 | $104+1.7% | $4,936-97.9% | $133-20.0% |