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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $267,251 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $24,480 |
CONNER & WINTERS9+ years Service code 29 · EIN 73-1388566 | Legal | $22,081 |
THE SEGAL COMPANY7 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,833 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,303 | $112,686-92.6% | $169,993-95.1% | $80,160-89.6% |
| Participation rate | 96.1% | 87.4%+8.8pp | 87.0%+9.1pp | 72.9%+23.2pp |
| Annual return | 15.47% | 67.04%-51.6pp | 53.37%-37.9pp | 40.38%-24.9pp |
| Employer contribution / active EE | $1,487 | $4,481-66.8% | $6,785-78.1% | $2,978-50.1% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $47 | $99-52.2% | $12,815-99.6% | $145-67.3% |