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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,609 | $92,224-8.3% | $105,223-19.6% | $79,634+6.2% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.0%+19.2pp | 62.5%+31.8pp |
| Annual return | 13.39% | 88.65%-75.3pp | 180.65%-167.3pp | 36.46%-23.1pp |
| Employer contribution / active EE | $5,238 | $3,965+32.1% | $3,689+42.0% | $2,529+107.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $280 | $1,121-75.0% | $8,859-96.8% | $1,002-72.1% |