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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $50,621 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $22,500 |
LWBJ, LLP3+ years Service code 10 · EIN 42-1462849 | Accounting | $10,200 |
EMPLOYEE FRINGES AUDIT COMPANY3+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $6,050 |
GERMAINE LAW FIRM, PLLC1 year Service code 29 600 3RD ST SE, STE 200 · CEDAR RAPIDS, IA 52401 | Legal | $5,300 |
Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,831-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 4.63% | 393.67%-389.0pp | 850.99%-846.4pp | 244.93%-240.3pp |
| Employer contribution / active EE | $3,135 | $2,682+16.9% | $3,631-13.7% | $2,078+50.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |