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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $37,200 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $29,409 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 12800 81ST CT · PALOS PARK, IL 60464 | Insurance Broker | $13,955 |
EMPLOYEE FRINGES AUDIT COMPANY7+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $13,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $11,029 |
Filed as: ROUSE FRETS WHITE GOSS GENTILE RHOD Service code 29 4510 BELLEVIEW AVE 300 · KANSAS CITY, MO 64111 | Legal | $6,885 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,623 | $106,236-72.1% | $112,249-73.6% | $64,819-54.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.11% | -6.02%-11.1pp | 27.48%-44.6pp | 32.84%-50.0pp |
| Employer contribution / active EE | $2,263 | $3,166-28.5% | $3,636-37.8% | $2,507-9.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $147 | $452-67.5% | $6,412-97.7% | $188-21.8% |