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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 100012402 | Advisory (Plan) | $50,000 |
LABOR TRUST SERVICES, INC.9+ years Service code 13 · EIN 92-0134212 375 W 36TH AVE · ANCHORAGE, AK 99503 | Contract Administrator | $32,894 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $28,831 |
MACALA & PIATT, LLC1 year Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $12,397 |
BJORKLUND & MONTPLAISIR4 years Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 91-1015766 10300 SW GREENBURG RD · PORTLAND, OR 97223 | Accounting | $10,400 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH BROWN Service code 10 · EIN 52-2385296 9955 SE WASHINGTON ST 2 · PORTLAND, OR 97216 | Accounting | $9,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,579 | $93,010-68.2% | $96,520-69.4% | $74,440-60.3% |
| Participation rate | 99.0% | 71.6%+27.5pp | 74.3%+24.7pp | 70.7%+28.3pp |
| Annual return | 14.48% | 37.50%-23.0pp | 35.72%-21.2pp | 34.37%-19.9pp |
| Employer contribution / active EE | $2,347 | $3,427-31.5% | $3,739-37.2% | $2,638-11.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $425 | $633-32.9% | $6,733-93.7% | $348+22.2% |