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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $95,381 |
CENTRAL DATA SERVICES5 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $40,920 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $30,000 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1344985 | Legal | $29,223 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $26,895 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,340 | $83,023-6.8% | $102,437-24.5% | $77,762-0.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.49% | 19.12%-3.6pp | 24.95%-9.5pp | 31.27%-15.8pp |
| Employer contribution / active EE | $8,371 | $3,552+135.6% | $3,871+116.3% | $2,728+206.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $199 | $639-68.8% | $8,388-97.6% | $433-53.9% |