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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $41,618 |
DAY PITNEY LLP1 year Filed as: DAY RETTIG MARTIN PC Service code 29 · EIN 42-1386412 | Legal | $13,280 |
LWBJ, LLP2+ years Service code 10 · EIN 42-1462849 | Accounting | $7,000 |
Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,000 |
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 | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 8.29% | 19.71%-11.4pp | 176.29%-168.0pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $3,177 | $2,633+20.7% | $3,680-13.6% | $2,032+56.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |