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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $149,897 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 | Legal | $83,644 |
DENISE BINGHAM4 years Service code 30 · EIN 36-3911499 | Employee (plan) | $47,827 |
KATIE EBY4 years Service code 30 · EIN 36-3911499 | Employee (plan) | $47,052 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $46,410 |
Service code 49 · EIN 52-1796473 | Other Services | $25,250 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $15,607 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INS. SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $6,032 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $5,000 |
Participant contribution per participant 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 | $151,812 | $105,028+44.5% | $107,187+41.6% | $100,573+50.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 7.26% | 10.61%-3.3pp | 204.55%-197.3pp | 18.89%-11.6pp |
| Employer contribution / active EE | $8,610 | $5,641+52.6% | $3,782+127.6% | $3,763+128.8% |
| Participant deferral / active EE | $336 | $2,685-87.5% | $5,096-93.4% | $4,921-93.2% |
| Admin fee / account holder | $250 | $355-29.6% | $9,162-97.3% | $454-45.0% |