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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $94,880 |
VERUS3 years Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $50,000 |
Service code 14 · EIN 46-4942970 | Plan Administrator | $44,923 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $22,500 |
THE SEGAL COMPANY11+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $19,400 |
Filed as: KELLEY LAW GROUP Service code 29 · EIN 93-1976904 | Legal | $13,381 |
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 | $27,151 | $150,494-82.0% | $199,883-86.4% | $100,573-73.0% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.8%+13.2pp | 70.9%+29.1pp |
| Annual return | 13.74% | 16.14%-2.4pp | 43.81%-30.1pp | 18.89%-5.2pp |
| Employer contribution / active EE | $1,933 | $5,383-64.1% | $6,261-69.1% | $3,763-48.6% |
| Participant deferral / active EE | $0 | $9,302-100.0% | $9,138-100.0% | $4,921-100.0% |
| Admin fee / account holder | $153 | $162-6.0% | $17,268-99.1% | $454-66.4% |