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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $76,511 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $58,129 |
REDWOOD PENSIONS, LLC1 year Filed as: REDWOOD EMPIRE ELECTRIC WORKERS H&W Service code 99 · EIN 23-7071451 | Other Fees | $52,619 |
COMPLIANCE AUDIT SERVICES7 years Service code 10 · EIN 94-3134229 | Accounting | $22,059 |
RAEL & LETSON7 years Service code 16 · EIN 94-1701048 | Consulting | $19,500 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $19,300 |
Filed as: NEYHART ANDERSON Service code 29 · EIN 94-2576729 | Legal | $13,496 |
SALTZMAN & JOHNSON4 years Service code 29 5100 B1 CLAYTON ROAD STE 373 · CONCORD, GA 94521 | Legal | $10,914 |
VINTAGE COMMUNICATIONS4 years Service code 99 · EIN 47-2450345 | Other Fees | $5,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,104 | $82,979+249.6% | $102,383+183.4% | $77,714+273.3% |
| Participation rate | 95.7% | 71.5%+24.2pp | 74.5%+21.2pp | 70.6%+25.2pp |
| Annual return | 12.99% | 19.11%-6.1pp | 24.94%-11.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $11,613 | $3,554+226.8% | $3,870+200.1% | $2,727+325.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $333 | $639-47.8% | $8,391-96.0% | $433-23.1% |