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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 12 · EIN 94-3187938 | Contract Administrator; Recordkeeping... | $128,122 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $54,090 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $12,150 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $11,959 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $8,453 |
FREMONT BANK1+ years Service code 18 · EIN 94-1569025 | Custodial (other than securities) | $6,600 |
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 | $33,634 | $82,279-59.1% | $78,002-56.9% | $63,975-47.4% |
| Participation rate | 83.8% | 84.7%-0.9pp | 75.5%+8.2pp | 71.1%+12.6pp |
| Annual return | 0.08% | 11.20%-11.1pp | 425.99%-425.9pp | 48.65%-48.6pp |
| Employer contribution / active EE | $2,843 | $3,297-13.8% | $2,470+15.1% | $2,182+30.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $68 | $81-16.3% | $5,481-98.8% | $70-3.2% |