Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,925 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,335 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE Service code 50 · EIN 46-0619194 | Direct Payment | $20,338 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $12,738 |
THE LAW OFFICES OF JAMES S. RAY4+ years Service code 29 · EIN 13-4315411 | Legal | $6,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,266 | $37,884+183.1% | $79,466+35.0% | $75,289+42.5% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 72.4%-32.4pp |
| Annual return | -4.58% | 1.06%-5.6pp | 718.28%-722.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,415 | $1,680-15.8% | $2,800-49.5% | $2,405-41.2% |
| Participant deferral / active EE | $2,903 | $2,569+13.0% | $3,704-21.6% | $3,739-22.4% |
| Admin fee / account holder | $322 | $77+320.2% | $5,104-93.7% | $102+214.5% |