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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $33,054 |
BENEFITS MANAGEMENT GROUP, INC.4+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $24,900 |
GERMAINE LAW FIRM, PLLC2 years Service code 29 600 3RD ST SE, STE 200 · CEDAR RAPIDS, IA 52401 | Legal | $18,612 |
LWBJ, LLP4+ years Service code 10 · EIN 42-1462849 | Accounting | $9,600 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 12800 81ST CT · PALOS PARK, IL 60464 | Insurance Broker | $6,916 |
EMPLOYEE FRINGES AUDIT COMPANY4+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $5,625 |
Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,966 | $66,601-37.0% | $92,909-54.8% | $67,579-37.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.20% | 92.58%-89.4pp | 109.44%-106.2pp | 378.56%-375.4pp |
| Employer contribution / active EE | $3,006 | $2,775+8.3% | $3,653-17.7% | $2,148+40.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $164 | $199-17.7% | $5,795-97.2% | $142+15.1% |