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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLN SRV LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $123,938 |
Service code 13 · EIN 20-0188125 | Contract Administrator | $34,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,500 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $16,000 |
CAVANAGH & O'HARA9 years Service code 29 · EIN 37-1259635 | Legal | $13,847 |
Service code 10 · EIN 36-6121856 | Accounting | $13,215 |
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 | $14,723 | $98,776-85.1% | $119,126-87.6% | $89,670-83.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 9.44% | 9.25%+0.2pp | 282.11%-272.7pp | 19.66%-10.2pp |
| Employer contribution / active EE | $3,324 | $5,802-42.7% | $4,034-17.6% | $4,041-17.7% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $119 | $230-48.3% | $10,693-98.9% | $352-66.1% |