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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 19 · EIN 01-0233346 | Securities Custodian | $90,422 |
Filed as: MERRILL LYNCH Service code 16 · EIN 36-3145972 | Consulting | $47,683 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 | Accounting | $26,570 |
HARTER SECREST & EMERY LLP6 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $16,815 |
BENESYS, INC.9+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,786 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,880 | $241,850-29.8% | $102,383+65.9% | $199,921-15.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 16.61% | 17.67%-1.1pp | 24.94%-8.3pp | 34.28%-17.7pp |
| Employer contribution / active EE | $6,365 | $4,253+49.7% | $3,870+64.5% | $3,035+109.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $210 | $288-27.2% | $8,391-97.5% | $269-22.1% |