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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7 years Service code 14 · EIN 41-0956552 | Plan Administrator | $57,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $45,251 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,750 |
Filed as: SHUMAKER LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $12,896 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $11,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,530 | $82,979+335.7% | $102,412+253.0% | $77,736+365.1% |
| Participation rate | 95.6% | 71.5%+24.1pp | 74.5%+21.1pp | 70.6%+25.0pp |
| Annual return | 12.76% | 19.11%-6.4pp | 24.94%-12.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $23,939 | $3,554+573.6% | $3,870+518.6% | $2,728+777.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $287 | $639-55.1% | $8,388-96.6% | $433-33.8% |