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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 18 · EIN 01-0233346 | Direct payment from the plan; Custodi... | $136,587 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $79,500 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 50 · EIN 43-1244218 | Direct Payment | $30,231 |
WILSON-MCSHANE CORPORATION2 years Service code 50 · EIN 41-0956522 | Direct Payment | $29,402 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $21,960 |
Service code 29 · EIN 43-1174269 | Legal | $20,176 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $8,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,105 | $241,850-46.6% | $102,437+26.0% | $200,096-35.5% |
| Participation rate | 91.3% | 78.3%+13.0pp | 74.5%+16.8pp | 72.0%+19.3pp |
| Annual return | 6.30% | 17.67%-11.4pp | 24.95%-18.7pp | 34.26%-28.0pp |
| Employer contribution / active EE | $8,634 | $4,253+103.0% | $3,871+123.1% | $3,038+184.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $240 | $288-16.8% | $8,388-97.1% | $269-11.0% |