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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,816 | $93,901-69.3% | $150,734-80.9% | $93,901-69.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.4%+21.6pp | 81.9%+18.1pp |
| Annual return | 9.51% | 11.15%-1.6pp | 600.81%-591.3pp | 11.15%-1.6pp |
| Employer contribution / active EE | $5,159 | $4,205+22.7% | $4,918+4.9% | $4,205+22.7% |
| Participant deferral / active EE | $0 | $4,155-100.0% | $5,610-100.0% | $4,155-100.0% |
| Admin fee / account holder | $88 | $66+31.7% | $14,905-99.4% | $66+31.7% |