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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $30,277 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 17 · EIN 36-4001764 500 W MADISON ST, STE 3855 · CHICAGO, IL 60661 | Pension Consulting | $25,000 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST, STE 310 · CHICAGO, IL 60606 | Accounting | $16,296 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON, STE 200 · OAKBROOK, IL 60523 | Contract Administrator | $10,000 |
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 | $28,602 | $80,005-64.2% | $140,019-79.6% | $55,725-48.7% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 11.99% | 0.46%+11.5pp | 651.17%-639.2pp | 244.93%-232.9pp |
| Employer contribution / active EE | $1,846 | $3,403-45.7% | $5,605-67.1% | $2,078-11.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $121 | $116+4.8% | $10,705-98.9% | $115+5.3% |