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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $201,917 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 | Legal | $32,107 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $14,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,478 | $66,051-26.6% | $92,915-47.8% | $77,775-37.7% |
| Participation rate | 88.4% | 81.0%+7.4pp | 76.0%+12.4pp | 73.2%+15.2pp |
| Annual return | 21.93% | 20.69%+1.2pp | 109.45%-87.5pp | 32.58%-10.6pp |
| Employer contribution / active EE | $3,292 | $3,426-3.9% | $3,653-9.9% | $2,504+31.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $196 | $148+32.5% | $5,796-96.6% | $100+95.7% |