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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $148,555 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 12 · EIN 01-0233346 | Recordkeeping fees; Claims processing... | $100,015 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $68,775 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 47-0900880 | Accounting | $62,997 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $18,485 |
BEACON HILL2 years Filed as: BEACON HILL STAFFING GROUP, LLC Service code 49 · EIN 04-3496741 | Other Services | $15,066 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN PC Service code 16 · EIN 22-2027092 | Consulting | $14,312 |
INSIGHT DIRECT USA, INC2 years Filed as: INSIGHT DIRECT USA INC Service code 49 · EIN 36-3948996 | Other Services | $12,829 |
IAM & AW3 years Filed as: IAM NATIONAL PENSION FUND Service code 15 · EIN 51-6031295 | Recordkeeping | $5,001 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,324 | $178,759-84.7% | $102,460-73.3% | $106,553-74.4% |
| Participation rate | 71.8% | 91.3%-19.5pp | 76.5%-4.7pp | 69.8%+2.0pp |
| Annual return | 13.00% | 17.23%-4.2pp | 29.47%-16.5pp | 17.37%-4.4pp |
| Employer contribution / active EE | $1,075 | $5,750-81.3% | $3,025-64.5% | $3,359-68.0% |
| Participant deferral / active EE | $2,253 | $9,466-76.2% | $5,056-55.4% | $5,562-59.5% |
| Admin fee / account holder | $83 | $62+33.8% | $9,460-99.1% | $80+4.4% |