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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $175,270 |
SMART SOURCE LLC2 years Filed as: SMART LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRIA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $137,852 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, STE 310 · CHICAGO, IL 60606 | Accounting | $36,994 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., SUITE 2200 · CHICAGO, IL 60606 | Legal | $33,215 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1975125 101 N. WACKER DR., STE 500 · CHICAGO, IL 60606 | Consulting | $14,668 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INS. SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $6,109 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING/SMITH BARNEY Service code 19 · EIN 36-3145972 800 E. 96TH STREET, SUITE 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,951 | $88,770+30.6% | $109,191+6.2% | $93,010+24.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 22.96% | 60.64%-37.7pp | 25.76%-2.8pp | 158.70%-135.7pp |
| Employer contribution / active EE | $6,930 | $3,780+83.3% | $3,723+86.1% | $2,705+156.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $180 | $172+4.4% | $6,756-97.3% | $152+18.6% |