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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 100012402 | Advisory (Plan) | $50,000 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 9955 SE WASHINGTON ST 2 · PORTLAND, OR 97216 | Accounting | $33,581 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $32,871 |
LABOR TRUST SERVICES, INC.5+ years Service code 13 · EIN 92-0134212 375 W 36TH AVE · ANCHORAGE, AK 99503 | Contract Administrator | $31,997 |
JERMAIN, DUNNAGAN & OWENS, PC5+ years Service code 29 · EIN 45-3480450 3000 A STREET STE 300 · ANCHORAGE, AK 99503 | Legal | $8,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,034 | $66,601-69.9% | $92,909-78.4% | $67,579-70.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 18.14% | 92.58%-74.4pp | 109.44%-91.3pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,413 | $2,775-49.1% | $3,653-61.3% | $2,148-34.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $382 | $199+92.1% | $5,795-93.4% | $142+168.5% |