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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $281,218 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 | Actuarial | $38,000 |
NEEDLES & ASSOCIATES, LLC6+ years Service code 10 · EIN 51-0435869 | Accounting | $21,010 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Claims processing; Direct payment fro... | $16,335 |
HOLLOWAY, MONAGHAN, KING1 year Service code 29 · EIN 73-1462892 | Legal | $13,391 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,500 |
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 | $31,171 | $81,719-61.9% | $101,271-69.2% | $90,274-65.5% |
| Participation rate | 33.1% | 80.7%-47.6pp | 75.8%-42.7pp | 73.4%-40.3pp |
| Annual return | 13.18% | 337.64%-324.5pp | 46.48%-33.3pp | 53.97%-40.8pp |
| Employer contribution / active EE | $533 | $3,622-85.3% | $3,660-85.4% | $2,523-78.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $269 | $162+66.3% | $5,948-95.5% | $114+136.1% |