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| Provider | Service type | Compensation |
|---|---|---|
FLEURY, SINGLER & COMPANY2+ years Service code 10 · EIN 38-2180715 301 SOUTH STEPHENSON AVE · IRON MOUNTAIN, MI 49801 | Accounting | $14,063 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Participants) | $10,576 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,098 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,728 | $63,905-67.6% | $74,184-72.1% | $57,658-64.1% |
| Participation rate | 97.3% | 79.8%+17.5pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 4.44% | 60.60%-56.2pp | 17.74%-13.3pp | 5.13%-0.7pp |
| Employer contribution / active EE | $993 | $1,840-46.0% | $2,370-58.1% | $1,974-49.7% |
| Participant deferral / active EE | $1,245 | $3,448-63.9% | $3,550-64.9% | $3,061-59.3% |
| Admin fee / account holder | $87 | $91-4.4% | $5,586-98.4% | $95-7.9% |