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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 15 · EIN 01-0233346 | Recordkeeping | $357,351 |
HSBA5 years Service code 13 · EIN 94-3089465 | Contract Administrator | $303,810 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $21,132 |
SALTZMAN & JOHNSON6+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $20,124 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $11,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,032 | $73,497-8.8% | $101,275-33.8% | $93,223-28.1% |
| Participation rate | 3.6% | 84.5%-80.9pp | 75.8%-72.2pp | 74.9%-71.3pp |
| Annual return | 14.39% | 11.66%+2.7pp | 46.46%-32.1pp | 19.29%-4.9pp |
| Employer contribution / active EE | $7,515 | $3,600+108.8% | $3,660+105.3% | $2,680+180.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $139 | $121+14.7% | $5,948-97.7% | $79+75.1% |