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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
CONNER & WINTERS8+ years Service code 29 · EIN 73-1388566 | Legal | $23,202 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $22,400 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $11,397 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,311 | $95,918-92.4% | $151,634-95.2% | $77,906-90.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -11.74% | -5.50%-6.2pp | 3.32%-15.1pp | 12.16%-23.9pp |
| Employer contribution / active EE | $1,145 | $4,330-73.6% | $6,165-81.4% | $2,846-59.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $13 | $93-85.8% | $11,614-99.9% | $133-90.0% |