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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PL SERVICES Service code 15 · EIN 01-0233346 | Recordkeeping | $156,919 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Claims processing; Contract Administr... | $122,024 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY/GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $96,808 |
SALTZMAN & JOHNSON2 years Filed as: SALTZMAN & JOHNSON LAW CORP Service code 29 · EIN 94-2376174 | Legal | $32,704 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $19,253 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $7,414 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,982 | $118,945-49.6% | $115,599-48.1% | $100,573-40.4% |
| Participation rate | 98.0% | 85.7%+12.3pp | 74.3%+23.7pp | 70.9%+27.1pp |
| Annual return | 8.73% | 13.64%-4.9pp | 111.10%-102.4pp | 18.89%-10.2pp |
| Employer contribution / active EE | $3,997 | $3,798+5.2% | $2,955+35.2% | $3,763+6.2% |
| Participant deferral / active EE | $0 | $6,626-100.0% | $4,889-100.0% | $4,921-100.0% |
| Admin fee / account holder | $223 | $109+103.6% | $12,841-98.3% | $454-51.0% |