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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 18 · EIN 01-0233346 | Investment management fees paid direc... | $131,552 |
Service code 29 · EIN 43-1174269 | Legal | $47,555 |
Service code 13 · EIN 41-0956522 | Contract Administrator | $41,131 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $39,750 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $28,306 |
RUBINBROWN LLP8+ years Service code 10 · EIN 43-0765316 | Accounting | $23,200 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 50 · EIN 43-1244218 | Direct Payment | $18,880 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $11,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,161 | $93,010+50.7% | $96,543+45.2% | $74,478+88.2% |
| Participation rate | 25.2% | 71.6%-46.4pp | 74.3%-49.2pp | 70.7%-45.6pp |
| Annual return | -9.11% | 37.50%-46.6pp | 35.75%-44.9pp | 34.37%-43.5pp |
| Employer contribution / active EE | $13,615 | $3,427+297.2% | $3,741+264.0% | $2,637+416.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $243 | $633-61.7% | $6,737-96.4% | $347-30.1% |