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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $177,304 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,885 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $20,673 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $15,250 |
KMR SYSTEMS CORP5 years Filed as: KMR SYSTEMS Service code 15 · EIN 13-3192128 | Recordkeeping | $11,374 |
THE ROSE FINANCIAL GROUP LLC6+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $11,233 |
EZ MAILING, LLC4 years Service code 36 · EIN 47-1320725 | Copying and duplicating; Direct payme... | $10,289 |
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 | $24,877 | $81,719-69.6% | $101,264-75.4% | $90,274-72.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.89% | 337.64%-327.7pp | 46.48%-36.6pp | 53.97%-44.1pp |
| Employer contribution / active EE | $1,516 | $3,622-58.2% | $3,660-58.6% | $2,523-39.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $124 | $162-23.3% | $5,947-97.9% | $114+8.8% |