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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $129,520 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $19,993 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Claims processing; Direct payment fro... | $17,304 |
MONAGHAN & ASSOCIATES PC4+ years Service code 29 · EIN 73-1462892 | Legal | $15,543 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 | Actuarial | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,328 | $82,546-68.1% | $140,019-81.2% | $75,289-65.0% |
| Participation rate | 34.6% | 88.4%-53.8pp | 87.5%-52.9pp | 72.4%-37.9pp |
| Annual return | -5.71% | -0.36%-5.3pp | 651.15%-656.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $685 | $3,856-82.2% | $5,605-87.8% | $2,405-71.5% |
| Participant deferral / active EE | $1 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $167 | $86+94.4% | $10,705-98.4% | $102+62.9% |