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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $32,908 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $16,468 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $10,000 |
GREGORIO MARCO1 year Filed as: GREGORIO STEC KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $5,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,337 | $93,010-59.9% | $96,538-61.3% | $74,473-49.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.74% | 37.50%-25.8pp | 35.74%-24.0pp | 34.36%-22.6pp |
| Employer contribution / active EE | $3,971 | $3,427+15.9% | $3,740+6.2% | $2,638+50.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $121 | $633-80.9% | $6,737-98.2% | $347-65.1% |