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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 100012402 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $33,914 |
LABOR TRUST SERVICES, INC.6+ years Service code 13 · EIN 92-0134212 375 W 36TH AVE · ANCHORAGE, AK 99503 | Contract Administrator | $33,517 |
BJORKLUND & MONTPLAISIR1 year Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 91-1015766 10300 SW GREENBURG RD · PORTLAND, OR 97223 | Accounting | $9,700 |
JERMAIN, DUNNAGAN & OWENS, PC6+ years Service code 29 · EIN 45-3480450 3000 A STREET STE 300 · ANCHORAGE, AK 99503 | Legal | $9,409 |
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 | $24,336 | $91,517-73.4% | $101,271-76.0% | $73,412-66.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.49% | 17.17%-3.7pp | 46.48%-33.0pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,503 | $2,877-47.7% | $3,660-58.9% | $2,234-32.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $337 | $216+56.2% | $5,948-94.3% | $158+113.5% |