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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 |
KELLEY LAW GROUP3 years Service code 29 · EIN 93-1976904 | Legal | $13,381 |
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 | $27,151 | $160,882-83.1% | $200,582-86.5% | $102,872-73.6% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 13.74% | 18.15%-4.4pp | 42.33%-28.6pp | 19.06%-5.3pp |
| Employer contribution / active EE | $1,933 | $5,602-65.5% | $6,419-69.9% | $3,526-45.2% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $153 | $125+22.4% | $16,305-99.1% | $292-47.7% |