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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $41,734 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $9,980 |
DENIS REED1+ years Service code 29 2600 GRAND AVENUE, SUITE 232 · DES MOINES, IA 503125366 | Legal | $9,925 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 | Accounting | $8,700 |
EMPLOYEE FRINGES AUDIT COMPANY1+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $6,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 8.10% | 10.24%-2.1pp | 22.78%-14.7pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,082 | $2,598+57.1% | $3,574+14.2% | $1,974+106.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |