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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $362,605 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 | Accounting | $17,000 |
MEYER, UNKOVIC & SCOTT11+ years Service code 29 · EIN 25-1344985 | Legal | $5,325 |
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 | $33,587 | $126,505-73.5% | $107,187-68.7% | $126,505-73.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.0%+25.0pp | 81.0%+19.0pp |
| Annual return | 8.09% | 14.86%-6.8pp | 204.55%-196.5pp | 14.86%-6.8pp |
| Employer contribution / active EE | $3,240 | $4,041-19.8% | $3,782-14.3% | $4,041-19.8% |
| Participant deferral / active EE | $0 | $6,313-100.0% | $5,096-100.0% | $6,313-100.0% |
| Admin fee / account holder | $99 | $145-32.0% | $9,162-98.9% | $145-32.0% |