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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 14 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Plan Administrator | $55,501 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 PO BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $18,187 |
DANIELS, IRWIN & AYLOR7 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $11,725 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0159020 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $9,097 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $9,000 |
Service code 29 · EIN 58-1368590 2-20TH ST NORTH, STE 930 · BIRMINGHAM, AL 35203 | Legal | $667 |
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 | $17,033 | $92,224-81.5% | $105,223-83.8% | $79,634-78.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 14.44% | 88.65%-74.2pp | 180.65%-166.2pp | 36.46%-22.0pp |
| Employer contribution / active EE | $1,896 | $3,965-52.2% | $3,689-48.6% | $2,529-25.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $141 | $1,121-87.4% | $8,859-98.4% | $1,002-85.9% |