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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $151,195 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $29,250 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $21,232 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 15 · EIN 11-3658445 | Recordkeeping | $19,906 |
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 | $11,818 | $241,850-95.1% | $102,412-88.5% | $199,960-94.1% |
| Participation rate | 89.7% | 78.3%+11.4pp | 74.5%+15.2pp | 72.0%+17.7pp |
| Annual return | 9.64% | 17.67%-8.0pp | 24.94%-15.3pp | 34.28%-24.6pp |
| Employer contribution / active EE | $3,939 | $4,253-7.4% | $3,870+1.8% | $3,036+29.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $98 | $288-66.0% | $8,388-98.8% | $269-63.7% |