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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $163,404 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $107,964 |
Filed as: BAUM SIGMAN Service code 29 · EIN 36-2744057 | Legal | $92,752 |
J.P. BURKE2+ years Filed as: J. BURKE Service code 14 · EIN 36-4108124 | Plan Administrator | $90,822 |
B. CHAPIN2+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $77,811 |
L. GILLUND1 year Service code 30 · EIN 36-4108124 | Employee (plan) | $59,196 |
ROBERTS & HOLLAND2+ years Filed as: L. ROBERTS Service code 30 · EIN 36-4108124 | Employee (plan) | $56,278 |
S. MONAHAN2+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $54,465 |
K. WILLIAMSON2+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $48,059 |
M. BURRIS2+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $47,564 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,046 | $50,626+34.4% | $84,753-19.7% | $65,292+4.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 6.07% | 5.34%+0.7pp | 22.78%-16.7pp | 11.84%-5.8pp |
| Employer contribution / active EE | $4,291 | $3,033+41.5% | $3,574+20.0% | $2,302+86.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $212 | $97+119.5% | $5,333-96.0% | $57+270.0% |