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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $29,738 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,200 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,668 | $77,788-36.2% | $119,126-58.3% | $64,728-23.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 11.01% | 13.19%-2.2pp | 282.11%-271.1pp | 49.38%-38.4pp |
| Employer contribution / active EE | $4,516 | $4,031+12.0% | $4,034+12.0% | $2,243+101.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $105 | $1,365-92.3% | $10,693-99.0% | $1,145-90.8% |