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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 | $39,091 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ 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 PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST, STE 310 · CHICAGO, IL 60606 | Accounting | $14,750 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON, STE 200 · OAKBROOK, IL 60523 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,019 | $111,608-69.5% | $177,848-80.9% | $73,412-53.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 3.00% | 18.23%-15.2pp | 48.33%-45.3pp | 59.30%-56.3pp |
| Employer contribution / active EE | $1,818 | $3,796-52.1% | $5,919-69.3% | $2,234-18.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $141 | $166-14.7% | $12,431-98.9% | $158-10.6% |