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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $254,534 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $116,831 |
P. FLASCH4 years Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $93,873 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $77,294 |
L. GILLUND7 years Service code 30 · EIN 36-4108124 | Employee (plan) | $77,196 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $75,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $62,509 |
K. WILLIAMSON8+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $59,561 |
S. MONAHAN8+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $58,554 |
E. FERREE5 years Service code 30 · EIN 36-4108124 | Employee (plan) | $58,469 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,599 | $70,048+25.1% | $112,270-22.0% | $78,104+12.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -16.22% | -10.85%-5.4pp | 27.49%-43.7pp | 10.90%-27.1pp |
| Employer contribution / active EE | $5,499 | $4,000+37.5% | $3,635+51.2% | $3,128+75.8% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $223 | $127+76.1% | $6,411-96.5% | $79+183.0% |