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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $177,050 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $164,089 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,000 |
DAVID RAY6 years Service code 14 · EIN 35-1501496 | Plan Administrator | $61,360 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $33,995 |
ASCENSUS LLC3 years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $17,509 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,124 | $76,774+7.0% | $112,270-26.9% | $77,906+5.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.43% | -10.25%+0.8pp | 27.49%-36.9pp | 12.16%-21.6pp |
| Employer contribution / active EE | $3,744 | $3,977-5.8% | $3,635+3.0% | $2,846+31.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $231 | $239-3.3% | $6,411-96.4% | $133+74.2% |