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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $226,037 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,999 |
O'DONOGHUE & O'DONOGHUE7 years Service code 29 · EIN 53-0120528 | Legal | $27,539 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $17,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,569 | $241,450-68.7% | $103,378-26.9% | $199,874-62.2% |
| Participation rate | 84.6% | 78.4%+6.3pp | 74.5%+10.1pp | 72.0%+12.6pp |
| Annual return | 13.48% | 17.80%-4.3pp | 24.91%-11.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $4,716 | $4,250+10.9% | $3,870+21.8% | $3,036+55.3% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $248 | $288-14.0% | $8,401-97.1% | $269-8.0% |