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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
LABOR TRUST SERVICES, INC.4+ years Service code 13 · EIN 92-0134212 | Contract Administrator | $25,073 |
JERMAIN, DUNNAGAN & OWENS, PC4+ years Service code 29 · EIN 92-0116216 | Legal | $21,369 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $18,257 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $18,042 |
Filed as: WELFARE PENSION ADMIN SVCS, INC. Service code 13 · EIN 91-1363171 | Contract Administrator | $16,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,428 | $56,443-70.9% | $83,830-80.4% | $55,725-70.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -7.06% | 393.67%-400.7pp | 850.97%-858.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,348 | $2,682-49.7% | $3,631-62.9% | $2,078-35.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $322 | $156+106.2% | $5,479-94.1% | $115+179.7% |