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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $3,085,057 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 35-1833932 | Contract Administrator | $607,930 |
MATRIX TRUST COMPANY4 years Service code 15 · EIN 75-3182674 | Recordkeeping | $382,513 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $175,000 |
Filed as: REINHART, BOERNER, VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $158,384 |
JOHNSON & KROL, LLC6 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $96,669 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $85,688 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 | Accounting | $48,219 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN GRAPHICS PRINTING COMPANY Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $19,046 |
Service code 29 · EIN 34-4439491 | Legal | $18,635 |
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 | $28,816 | $165,320-82.6% | $119,126-75.8% | $165,320-82.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 75.8%+24.2pp | 81.8%+18.2pp |
| Annual return | 9.51% | 12.93%-3.4pp | 282.11%-272.6pp | 12.93%-3.4pp |
| Employer contribution / active EE | $5,159 | $4,428+16.5% | $4,034+27.9% | $4,428+16.5% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $88 | $137-36.3% | $10,693-99.2% | $137-36.3% |