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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $381,403 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1344985 | Legal | $22,951 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $17,000 |
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 | $30,917 | $86,936-64.4% | $102,437-69.8% | $99,313-68.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 8.05% | 14.99%-6.9pp | 24.95%-16.9pp | 17.67%-9.6pp |
| Employer contribution / active EE | $2,929 | $3,925-25.4% | $3,871-24.3% | $3,264-10.3% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $102 | $140-27.2% | $8,388-98.8% | $109-6.4% |