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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $262,004 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $114,520 |
P. FLASCH5 years Filed as: P. E. FLASCH Service code 14 · EIN 36-4108124 | Plan Administrator | $96,393 |
L. GILLUND8 years Service code 30 · EIN 36-4108124 | Employee (plan) | $86,456 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $82,462 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $75,521 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $68,632 |
S. MONAHAN9+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $62,193 |
K. WILLIAMSON9+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $58,924 |
E. FERREE6 years Service code 30 · EIN 36-4108124 | Employee (plan) | $56,741 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,539 | $74,831+34.4% | $96,543+4.1% | $103,657-3.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 16.91% | 16.15%+0.8pp | 35.75%-18.8pp | 33.13%-16.2pp |
| Employer contribution / active EE | $5,493 | $3,888+41.3% | $3,741+46.9% | $3,216+70.8% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $234 | $130+80.1% | $6,737-96.5% | $114+105.3% |