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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICE & BENEFIT ADMINISTRA Service code 12 · EIN 94-3089465 | Direct payment from the plan; Recordk... | $106,521 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 36-3145972 | Advisory (Plan) | $60,836 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $30,360 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $13,850 |
SALTZMAN & JOHNSON3 years Service code 29 · EIN 94-2376174 | Legal | $10,258 |
AABCO PRINTING1 year Service code 36 · EIN 94-1553665 | Copying and duplicating; Direct payme... | $7,994 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,800 |
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 | $39,522 | $105,190-62.4% | $98,920-60.0% | $90,274-56.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 6.29% | 18.52%-12.2pp | 196.47%-190.2pp | 53.97%-47.7pp |
| Employer contribution / active EE | $3,570 | $3,831-6.8% | $2,689+32.7% | $2,523+41.5% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $70 | $97-28.2% | $6,643-98.9% | $114-38.7% |