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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 94-6186900 | Other Fees | $219,280 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $77,735 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $52,144 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $31,200 |
RAEL & LETSON5 years Service code 16 · EIN 94-1701048 | Consulting | $19,500 |
COMPLIANCE AUDIT SERVICES5 years Service code 10 · EIN 94-3134229 | Accounting | $16,420 |
Filed as: NEYHART ANDERSON Service code 29 · EIN 94-2576729 | Legal | $16,071 |
Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $15,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,723 | $106,236+104.9% | $112,270+93.9% | $64,829+235.8% |
| Participation rate | 96.5% | 71.7%+24.8pp | 75.1%+21.4pp | 71.5%+25.0pp |
| Annual return | -16.78% | -6.02%-10.8pp | 27.49%-44.3pp | 32.85%-49.6pp |
| Employer contribution / active EE | $10,094 | $3,167+218.8% | $3,635+177.7% | $2,507+302.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $320 | $452-29.2% | $6,411-95.0% | $188+70.2% |