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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $189,266 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
DAVID RAY7 years Service code 14 · EIN 35-1501496 | Plan Administrator | $68,547 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $34,805 |
ASCENSUS LLC4 years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $17,876 |
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 | $82,715 | $88,479-6.5% | $96,543-14.3% | $80,187+3.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.40% | 22.53%-15.1pp | 35.75%-28.3pp | 40.40%-33.0pp |
| Employer contribution / active EE | $4,044 | $4,177-3.2% | $3,741+8.1% | $2,980+35.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $185 | $211-12.5% | $6,737-97.3% | $145+27.5% |