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| Provider | Service type | Compensation |
|---|---|---|
CONNER & WINTERS5+ years Service code 29 · EIN 73-1388566 | Legal | $38,966 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,479 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $24,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $22,917 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,576 | $95,776-93.1% | $162,185-95.9% | $77,775-91.5% |
| Participation rate | 99.4% | 88.6%+10.7pp | 87.6%+11.8pp | 73.2%+26.2pp |
| Annual return | 16.20% | 37.03%-20.8pp | 115.61%-99.4pp | 32.58%-16.4pp |
| Employer contribution / active EE | $1,540 | $3,874-60.3% | $5,613-72.6% | $2,504-38.5% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $20 | $88-77.6% | $10,844-99.8% | $100-80.4% |