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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $221,333 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $24,967 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Claims processing; Direct payment fro... | $17,820 |
MONAGHAN & ASSOCIATES PC5+ years Service code 29 · EIN 73-1462892 | Legal | $9,840 |
THE SEGAL COMPANY2 years 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.
Employer contribution per participant 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 | $30,346 | $95,776-68.3% | $162,177-81.3% | $77,775-61.0% |
| Participation rate | 34.5% | 88.6%-54.1pp | 87.6%-53.0pp | 73.2%-38.7pp |
| Annual return | 20.16% | 37.03%-16.9pp | 115.60%-95.4pp | 32.58%-12.4pp |
| Employer contribution / active EE | $878 | $3,874-77.3% | $5,613-84.4% | $2,504-64.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $221 | $88+151.8% | $10,843-98.0% | $100+120.6% |