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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 93-3419571 | Contract Administrator | $1,340,484 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $1,040,330 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $49,233 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $33,180 |
GARY PERINAR JR.4 years Service code 20 · EIN 36-1894832 | Other fees; Trustee (individual) | $31,600 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,500 |
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $11,250 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $11,250 |
REMKE PRINTING10+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $10,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,657 | $165,320-67.5% | $119,126-55.0% | $165,320-67.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 75.8%+24.2pp | 81.8%+18.2pp |
| Annual return | 12.74% | 12.93%-0.2pp | 282.11%-269.4pp | 12.93%-0.2pp |
| Employer contribution / active EE | $10,810 | $4,428+144.2% | $4,034+168.0% | $4,428+144.2% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $68 | $137-50.2% | $10,693-99.4% | $137-50.2% |