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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $24,648 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,200 |
BENEFITS MANAGEMENT GROUP, INC.9+ 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 | $50,623 | $82,979-39.0% | $102,412-50.6% | $77,736-34.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 17.51% | 19.11%-1.6pp | 24.94%-7.4pp | 31.26%-13.8pp |
| Employer contribution / active EE | $4,052 | $3,554+14.0% | $3,870+4.7% | $2,728+48.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $120 | $639-81.2% | $8,388-98.6% | $433-72.3% |