Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $902,654 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $129,846 |
WHITFIELD MCGANN & KETTERMAN1+ years Service code 29 · EIN 36-3968279 | Legal | $96,785 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $59,819 |
REMKE PRINTING1+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $55,828 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,760 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $32,622 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK T. LIBBY Service code 20 · EIN 36-1894832 | Trustee (individual); Other fees | $19,600 |
SCALAMBRINO & ARNOFF1+ years Service code 29 · EIN 36-3843693 | Legal | $19,300 |
MCJESSY CHING & THOMPSON1+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $17,178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,085 | $51,897-70.9% | $84,753-82.2% | $329,111-95.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.95% | 11.82%-3.9pp | 22.78%-14.8pp | 16.35%-8.4pp |
| Employer contribution / active EE | $2,233 | $3,022-26.1% | $3,574-37.5% | $2,303-3.0% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $56 | $97-41.9% | $5,333-98.9% | $754-92.5% |