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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $160,767 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & COMPANY Service code 10 · EIN 53-0212316 | Accounting | $12,711 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $10,991 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,033 | $54,392-35.6% | $84,753-58.7% | $63,975-45.2% |
| Participation rate | 94.8% | 76.9%+17.9pp | 76.6%+18.2pp | 71.1%+23.7pp |
| Annual return | 6.33% | 611.38%-605.0pp | 22.78%-16.5pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,515 | $2,943-48.5% | $3,574-57.6% | $2,182-30.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $159 | $136+17.0% | $5,333-97.0% | $70+125.6% |