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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,295 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $20,692 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $17,700 |
CIUNI & PANICHI, INC.7+ years Service code 10 · EIN 34-1322309 | Accounting | $11,925 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,162 | $106,236-38.7% | $112,258-42.0% | $64,814+0.5% |
| Participation rate | 99.6% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | -10.68% | -6.02%-4.7pp | 27.47%-38.2pp | 32.84%-43.5pp |
| Employer contribution / active EE | $3,622 | $3,166+14.4% | $3,636-0.4% | $2,507+44.5% |
| Participant deferral / active EE | $316 | $3,785-91.7% | $4,728-93.3% | $4,310-92.7% |
| Admin fee / account holder | $251 | $452-44.5% | $6,411-96.1% | $188+33.5% |