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| Provider | Service type | Compensation |
|---|---|---|
TONNESON & COMPANY, PC2 years Filed as: TONNESON & CO CPA & CONSULTANTS Service code 10 · EIN 04-2943536 | Accounting | $4,700 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 265 FRANKLIN STREET, SUITE 401 · BOSTON, MA 02110 | Advisory (Plan) | $4,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,079 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,711 | $88,203+74.3% | $165,100-6.9% | $74,478+106.4% |
| Participation rate | 96.2% | 73.1%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 28.16% | 17.13%+11.0pp | 70.21%-42.1pp | 1370.56%-1342.4pp |
| Employer contribution / active EE | $2,956 | $2,601+13.7% | $4,348-32.0% | $2,626+12.6% |
| Participant deferral / active EE | $7,668 | $4,505+70.2% | $6,035+27.1% | $4,350+76.3% |
| Admin fee / account holder | $56 | $2,235-97.5% | $12,696-99.6% | $1,946-97.1% |