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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $244,090 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $134,612 |
J.P. BURKE3+ years Filed as: J. BURKE Service code 14 · EIN 36-4108124 | Plan Administrator | $93,411 |
Filed as: BAUM SIGMAN Service code 29 · EIN 36-2744057 | Legal | $91,922 |
B. CHAPIN3+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $81,114 |
ROBERTS & HOLLAND3+ years Filed as: L. ROBERTS Service code 30 · EIN 36-4108124 | Employee (plan) | $61,646 |
L. GILLUND2 years Service code 30 · EIN 36-4108124 | Employee (plan) | $59,618 |
S. MONAHAN3+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $57,336 |
K. WILLIAMSON3+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $50,924 |
M. BURRIS3+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $50,206 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,081 | $59,184+31.9% | $92,240-15.3% | $177,276-56.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 15.24% | 15.88%-0.6pp | 176.29%-161.1pp | 21.25%-6.0pp |
| Employer contribution / active EE | $4,569 | $2,985+53.1% | $3,680+24.2% | $2,479+84.3% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $232 | $98+135.4% | $5,194-95.5% | $154+50.3% |