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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS5 years Service code 14 · EIN 71-0847266 | Plan Administrator | $30,000 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 26 · EIN 39-2018056 | Advisory (Participants) | $28,993 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $11,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,120 |
CAVANAGH & O'HARA9 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $6,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,998 | $90,170+28.6% | $150,734-23.0% | $69,733+66.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 12.63% | 16.56%-3.9pp | 600.81%-588.2pp | 15.22%-2.6pp |
| Employer contribution / active EE | $5,856 | $3,428+70.8% | $4,918+19.1% | $2,250+160.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $772 | $4,600-83.2% | $14,905-94.8% | $3,102-75.1% |