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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $77,901 |
GROUP ADMINISTRATORS, LTD.10+ years Service code 13 · EIN 36-3381052 953 AMERICAN LANE · SCHAUMBURG, IL 60173 | Contract Administrator | $43,250 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $42,012 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $20,366 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $17,478 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,067 | $106,351+12.0% | $105,223+13.2% | $103,975+14.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 9.83% | 11.69%-1.9pp | 180.65%-170.8pp | 19.41%-9.6pp |
| Employer contribution / active EE | $8,963 | $5,336+68.0% | $3,689+143.0% | $3,722+140.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $200 | $316-36.7% | $8,859-97.7% | $332-39.9% |