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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 26 200 LIBERTY FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $31,292 |
SALTMARSH, CLEVELAND & GUND7 years Filed as: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $12,000 |
Service code 10 · EIN 59-3560915 | Accounting | $2,950 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,882 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,420 | $64,719-5.1% | $112,249-45.3% | $68,486-10.3% |
| Participation rate | 96.8% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+28.9pp |
| Annual return | -14.68% | -11.40%-3.3pp | 27.48%-42.2pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,880 | $2,747+77.7% | $3,636+34.2% | $2,597+88.0% |
| Participant deferral / active EE | $5,247 | $3,565+47.2% | $4,729+11.0% | $4,028+30.3% |
| Admin fee / account holder | $74 | $5,232-98.6% | $6,412-98.8% | $5,404-98.6% |