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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED9+ years Service code 30 · EIN 43-0415080 | Copying and duplicating; Other servic... | $236,103 |
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $184,920 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $136,368 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $20,360 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $16,800 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $13,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $381,452-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 33.3%-33.3pp | 2.2%-2.2pp |
| Annual return | 13.40% | 9.11%+4.3pp | 7.47%+5.9pp | 9.11%+4.3pp |
| Employer contribution / active EE | $5,817 | $12,231-52.4% | $44,557-86.9% | $12,231-52.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $182-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,849-100.0% | $125-100.0% |