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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $20,312 |
FITZSIMMONS ABRAMS, LLP1 year Service code 10 · EIN 13-2858927 7600 JERICHO TPKE, STE 210 · WOODBURY, NY 11797 | Accounting | $10,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 ONE PENN PLAZA, STE 2800 · NEW YORK, NY 10119 | Accounting | $9,450 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 11-3658445 2 JERICHO PLAZA · JERICHO, NY 11753 | Advisory (Plan) | $8,394 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 225 BROADHOLLOW ROAD, STE 401 · MELVILLE, NY 11747 | Accounting | $6,615 |
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 | $8,125 | $80,781-89.9% | $102,437-92.1% | $74,478-89.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.60% | 27.58%-15.0pp | 24.95%-12.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $4,554 | $3,160+44.1% | $3,871+17.7% | $2,626+73.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $296 | $2,372-87.5% | $8,388-96.5% | $1,946-84.8% |