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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $244,451 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $133,344 |
P. FLASCH2 years Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $92,156 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $81,169 |
L. GILLUND5 years Service code 30 · EIN 36-4108124 | Employee (plan) | $66,739 |
S. MONAHAN6+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $59,395 |
K. WILLIAMSON6+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $54,415 |
ISSI6+ years Service code 49 · EIN 23-2182079 | Other Services | $53,696 |
M. BURRIS6+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $51,626 |
E. FERREE3 years Service code 30 · EIN 36-4108124 | Employee (plan) | $51,542 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,849 | $73,497+30.4% | $101,275-5.4% | $93,223+2.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 11.24% | 11.66%-0.4pp | 46.46%-35.2pp | 19.29%-8.0pp |
| Employer contribution / active EE | $5,043 | $3,600+40.1% | $3,660+37.8% | $2,680+88.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $229 | $121+89.7% | $5,948-96.1% | $79+189.7% |