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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 | $77,788+8.8% | $119,126-29.0% | $64,728+30.7% |
| Participation rate | 94.3% | 69.4%+24.9pp | 75.8%+18.5pp | 57.9%+36.4pp |
| Annual return | 13.39% | 13.19%+0.2pp | 282.11%-268.7pp | 49.38%-36.0pp |
| Employer contribution / active EE | $5,238 | $4,031+29.9% | $4,034+29.9% | $2,243+133.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $280 | $1,365-79.5% | $10,693-97.4% | $1,145-75.6% |