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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $161,456 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
SALTER & COMPANY, LLC3+ years Filed as: SALTER & COMPANY Service code 10 · EIN 53-0212316 | Accounting | $13,022 |
O'DONOGHUE & O'DONOGHUE3+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $8,010 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,993 | $221,442-81.5% | $92,240-55.6% | $77,958-47.4% |
| Participation rate | 91.4% | 79.6%+11.8pp | 76.5%+14.9pp | 71.6%+19.8pp |
| Annual return | 16.18% | 15.65%+0.5pp | 176.29%-160.1pp | 20.87%-4.7pp |
| Employer contribution / active EE | $2,261 | $3,226-29.9% | $3,680-38.5% | $2,310-2.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $164 | $210-21.7% | $5,194-96.8% | $97+68.6% |