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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY #200 · PLEASANTON, CA 94566 | Contract Administrator | $269,303 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $257,967 |
VERUS6 years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $116,086 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 22 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $46,857 |
Filed as: JENNINGS, STROUSS & SALMON Service code 29 · EIN 86-0108229 | Legal | $44,262 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $34,537 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
WARD KEENAN AND BARRETT, PC8+ years Service code 29 · EIN 86-0274260 | Legal | $22,768 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Consulting | $15,900 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE Service code 36 PO BOX 2314 · COLUMBUS, GA 31902 | Copying and duplicating | $12,311 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,486 | $74,831-16.5% | $96,543-35.3% | $103,657-39.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 0.73% | 16.15%-15.4pp | 35.75%-35.0pp | 33.13%-32.4pp |
| Employer contribution / active EE | $4,641 | $3,888+19.4% | $3,741+24.1% | $3,216+44.3% |
| Participant deferral / active EE | $1,967 | $3,896-49.5% | $4,880-59.7% | $5,218-62.3% |
| Admin fee / account holder | $175 | $130+34.2% | $6,737-97.4% | $114+53.1% |