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| Provider | Service type | Compensation |
|---|---|---|
MIDWEST GROUP BENEFITS, INC.3 years Filed as: MIDWEST GROUP BENEFITS Service code 99 · EIN 84-4016035 | Other Fees | $6,615 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,666 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,306 | $92,076-5.2% | $105,607-17.3% | $77,736+12.3% |
| Participation rate | 95.0% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 14.60% | 17.84%-3.2pp | 116.11%-101.5pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,787 | $3,370-47.0% | $3,167-43.6% | $2,728-34.5% |
| Participant deferral / active EE | $5,744 | $5,390+6.6% | $5,011+14.6% | $4,651+23.5% |
| Admin fee / account holder | $243 | $219+10.9% | $10,958-97.8% | $433-43.9% |