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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $245,195 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $124,397 |
Filed as: BAUM SIGMAN Service code 29 · EIN 36-2744057 | Legal | $100,679 |
J.P. BURKE4+ years Filed as: J. BURKE Service code 14 · EIN 36-4108124 | Plan Administrator | $94,311 |
B. CHAPIN4+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $77,287 |
L. GILLUND3 years Service code 30 · EIN 36-4108124 | Employee (plan) | $61,713 |
ROBERTS & HOLLAND4+ years Filed as: L. ROBERTS Service code 30 · EIN 36-4108124 | Employee (plan) | $60,982 |
S. MONAHAN4+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $58,912 |
K. WILLIAMSON4+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $51,472 |
M. BURRIS4+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $51,194 |
Annual investment return 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 | $71,088 | $57,255+24.2% | $83,831-15.2% | $68,904+3.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -5.75% | -0.34%-5.4pp | 850.99%-856.7pp | 1.07%-6.8pp |
| Employer contribution / active EE | $4,736 | $3,341+41.8% | $3,631+30.4% | $2,540+86.4% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $233 | $103+124.9% | $5,479-95.8% | $71+226.2% |