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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $457,769 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $39,433 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $11,000 |
CONSTRUCTION BUSINESS GROUP2 years Service code 29 · EIN 39-1703979 | Legal | $9,963 |
Service code 29 · EIN 39-1126909 | Legal | $8,156 |
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 | $6,369 | $117,739-94.6% | $107,525-94.1% | $117,739-94.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 13.11% | 17.29%-4.2pp | 181.32%-168.2pp | 17.29%-4.2pp |
| Employer contribution / active EE | $2,360 | $3,746-37.0% | $3,754-37.1% | $3,746-37.0% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $57 | $112-48.8% | $8,919-99.4% | $112-48.8% |