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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $31,275 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $25,300 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $25,265 |
UNION INSURANCE GROUP2 years Filed as: UNION INSURANCE GROUP, INC. Service code 23 303 W ERIE ST. 310 · CHICAGO, IL 60654 | Insurance services | $9,515 |
Service code 10 · EIN 42-1122328 | Accounting | $7,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,148 | $88,183-57.9% | $107,187-65.3% | $71,012-47.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 11.47% | 16.47%-5.0pp | 204.55%-193.1pp | 37.67%-26.2pp |
| Employer contribution / active EE | $2,051 | $3,914-47.6% | $3,782-45.8% | $2,348-12.6% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $167 | $1,430-88.3% | $9,162-98.2% | $1,167-85.7% |