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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $246,681 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $116,735 |
P. FLASCH3 years Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $87,970 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $70,994 |
L. GILLUND6 years Service code 30 · EIN 36-4108124 | Employee (plan) | $68,602 |
ISSI7+ years Service code 49 · EIN 23-2182079 | Other Services | $58,409 |
S. MONAHAN7+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $57,349 |
K. WILLIAMSON7+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $56,705 |
E. FERREE4 years Service code 30 · EIN 36-4108124 | Employee (plan) | $55,389 |
M. BURRIS7+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $54,319 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,417 | $80,412+31.1% | $109,191-3.5% | $101,555+3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 14.01% | 16.17%-2.2pp | 25.76%-11.7pp | 21.00%-7.0pp |
| Employer contribution / active EE | $5,646 | $3,731+51.3% | $3,723+51.7% | $2,972+90.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $216 | $135+60.5% | $6,756-96.8% | $139+55.2% |