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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $150,269 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 | Legal | $62,800 |
DENISE BINGHAM2 years Service code 30 · EIN 36-3911499 | Employee (plan) | $40,212 |
KATIE EBY2 years Service code 30 · EIN 36-3911499 | Employee (plan) | $37,739 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $35,491 |
EMILY LAFFERTY1 year Filed as: EMILY BANDERA Service code 30 · EIN 36-3911499 | Employee (plan) | $31,028 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $15,752 |
Service code 49 · EIN 52-1796473 | Other Services | $12,788 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INS. SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,294 |
BOND BROTHERS6 years Service code 36 · EIN 36-2433269 | Copying and duplicating | $5,594 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,922 | $88,479+37.8% | $96,543+26.3% | $80,187+52.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 0.43% | 22.53%-22.1pp | 35.75%-35.3pp | 40.40%-40.0pp |
| Employer contribution / active EE | $8,377 | $4,177+100.6% | $3,741+124.0% | $2,980+181.1% |
| Participant deferral / active EE | $214 | $3,961-94.6% | $4,880-95.6% | $5,016-95.7% |
| Admin fee / account holder | $213 | $211+0.9% | $6,737-96.8% | $145+47.2% |