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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $356,894 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISOR Service code 27 · EIN 13-2646110 | Advisory (Plan) | $41,167 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 39-2348134 | Direct payment from the plan; Claims ... | $20,790 |
NEEDLES & ASSOCIATES, LLC8+ years Service code 10 · EIN 51-0435869 | Accounting | $8,530 |
THE SEGAL COMPANY6 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,512 | $76,774-64.2% | $112,249-75.5% | $77,906-64.7% |
| Participation rate | 29.4% | 80.2%-50.7pp | 75.1%-45.6pp | 73.7%-44.3pp |
| Annual return | -14.88% | -10.25%-4.6pp | 27.48%-42.4pp | 12.16%-27.0pp |
| Employer contribution / active EE | $513 | $3,977-87.1% | $3,636-85.9% | $2,846-82.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $324 | $239+35.7% | $6,412-94.9% | $133+144.5% |