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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 | $81,557-39.1% | $123,973-59.9% | $65,191-23.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 11.01% | 11.45%-0.4pp | 388.13%-377.1pp | 51.24%-40.2pp |
| Employer contribution / active EE | $4,516 | $4,637-2.6% | $4,126+9.5% | $2,400+88.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $105 | $1,040-89.9% | $11,799-99.1% | $907-88.4% |