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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $70,054 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $59,725 |
AUXIANT10+ years Service code 13 · EIN 42-1426202 | Contract Administrator | $45,966 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD & Service code 29 · EIN 38-3763096 | Legal | $33,555 |
EMPLOYEE FRINGES AUDIT COMPANY10+ years Service code 10 · EIN 42-1122328 | Accounting | $13,000 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $10,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,609 | $81,557+3.7% | $123,973-31.8% | $65,191+29.8% |
| Participation rate | 94.3% | 77.8%+16.4pp | 76.7%+17.6pp | 63.0%+31.3pp |
| Annual return | 13.39% | 11.45%+1.9pp | 388.13%-374.7pp | 51.24%-37.9pp |
| Employer contribution / active EE | $5,238 | $4,637+13.0% | $4,126+27.0% | $2,400+118.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $280 | $1,040-73.1% | $11,799-97.6% | $907-69.1% |