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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $249,890 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $140,680 |
P. FLASCH1 year Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $83,230 |
Filed as: BAUM SIGMAN Service code 29 · EIN 36-2744057 | Legal | $77,728 |
L. GILLUND4 years Service code 30 · EIN 36-4108124 | Employee (plan) | $62,155 |
S. MONAHAN5+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $59,959 |
K. WILLIAMSON5+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $53,247 |
M. BURRIS5+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $50,961 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $50,000 |
E. FERREE2 years Service code 30 · EIN 36-4108124 | Employee (plan) | $48,821 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,611 | $78,226+10.7% | $92,916-6.8% | $82,204+5.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 19.61% | 19.33%+0.3pp | 109.45%-89.8pp | 26.31%-6.7pp |
| Employer contribution / active EE | $4,822 | $3,911+23.3% | $3,654+32.0% | $2,707+78.1% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $218 | $119+83.0% | $5,796-96.2% | $76+188.3% |