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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $47,291 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $16,460 |
THE BOGDAHN GROUP3+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $11,168 |
CIUNI & PANICHI, INC.3+ years Service code 10 · EIN 34-1322309 | Accounting | $9,800 |
MACALA & PIATT, LLC2 years Service code 29 · EIN 34-1933033 | Legal | $7,822 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,045 | $56,443-18.4% | $83,830-45.1% | $55,725-17.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 10.54% | 393.67%-383.1pp | 850.97%-840.4pp | 244.93%-234.4pp |
| Employer contribution / active EE | $3,563 | $2,682+32.9% | $3,631-1.9% | $2,078+71.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $221 | $156+41.7% | $5,479-96.0% | $115+92.2% |