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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,587 | $102,364-67.2% | $119,126-71.8% | $102,364-67.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 75.8%+24.2pp | 82.9%+17.1pp |
| Annual return | 8.09% | 13.75%-5.7pp | 282.11%-274.0pp | 13.75%-5.7pp |
| Employer contribution / active EE | $3,240 | $3,994-18.9% | $4,034-19.7% | $3,994-18.9% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $5,318-100.0% | $5,690-100.0% |
| Admin fee / account holder | $99 | $214-53.8% | $10,693-99.1% | $214-53.8% |