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| Provider | Service type | Compensation |
|---|---|---|
IAM & AW2 years Filed as: IAM NATIONAL PENSION FUND Service code 15 · EIN 51-6031295 | Recordkeeping | $2,192,743 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $208,475 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $62,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 16 · EIN 22-2027092 | Consulting | $62,246 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 47-0900880 | Accounting | $47,945 |
SLEVIN & HART, P.C.9+ years Service code 29 · EIN 32-0443423 | Legal | $47,831 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVCIES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $42,979 |
INSIGHT DIRECT USA, INC1 year Filed as: INSIGHT DIRECT USA INC Service code 49 · EIN 36-3948996 | Other Services | $26,448 |
BEACON HILL1 year Filed as: BEACON HILL STAFFING GROUP, LLC Service code 49 · EIN 04-3496741 | Other Services | $22,885 |
DATA CANOPY COLOCATION1 year Service code 49 · EIN 27-0404042 | Other Services | $10,378 |
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.
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 | $24,435 | $161,802-84.9% | $96,564-74.7% | $96,393-74.7% |
| Participation rate | 70.7% | 92.5%-21.8pp | 76.0%-5.3pp | 71.3%-0.6pp |
| Annual return | 16.83% | 18.41%-1.6pp | 25.89%-9.1pp | 22.88%-6.0pp |
| Employer contribution / active EE | $924 | $5,381-82.8% | $2,967-68.9% | $3,239-71.5% |
| Participant deferral / active EE | $1,620 | $8,927-81.9% | $4,852-66.6% | $5,455-70.3% |
| Admin fee / account holder | $62 | $61+1.1% | $8,256-99.3% | $74-16.7% |