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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 15 · EIN 01-0233346 | Recordkeeping | $310,100 |
HSBA6 years Service code 13 · EIN 94-3089465 | Contract Administrator | $308,367 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $26,063 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $19,700 |
SALTZMAN & JOHNSON7+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $16,552 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,485 | $80,412-52.1% | $109,191-64.8% | $101,555-62.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 9.81% | 16.17%-6.4pp | 25.76%-15.9pp | 21.00%-11.2pp |
| Employer contribution / active EE | $7,668 | $3,731+105.5% | $3,723+106.0% | $2,972+158.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $88 | $135-34.8% | $6,756-98.7% | $139-37.0% |