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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $164,821 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,000 |
FLEX COMPENSATION, INC.3+ years Service code 14 · EIN 41-1447673 | Plan Administrator | $49,200 |
UNION INSURANCE GROUP3+ years Service code 23 · EIN 36-4226088 | Direct payment from the plan; Insuran... | $11,820 |
Filed as: MCGRANN SHEA CARNIVAL Service code 22 · EIN 41-1654544 | Insurance Broker | $10,779 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,574 | $60,545+307.3% | $92,239+167.3% | $69,631+254.1% |
| Participation rate | 98.3% | 72.2%+26.2pp | 76.5%+21.9pp | 70.7%+27.7pp |
| Annual return | 15.22% | 19.71%-4.5pp | 176.29%-161.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $19,645 | $2,633+646.0% | $3,680+433.9% | $2,032+866.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $361 | $145+149.5% | $5,194-93.0% | $110+227.0% |