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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $960,818 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $113,669 |
MCGANN KETTERMAN & RIOUX1 year Service code 29 · EIN 36-3968279 | Legal | $70,852 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $31,084 |
REMKE PRINTING2+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $29,534 |
MCJESSY CHING & THOMPSON2+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $22,839 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK T. LIBBY Service code 20 · EIN 36-1894832 | Other fees; Trustee (individual) | $20,600 |
SCALAMBRINO & ARNOFF2+ years Service code 29 · EIN 36-3843693 | Legal | $12,587 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER Service code 10 · EIN 36-2152389 | Accounting | $8,644 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,719 | $54,788-65.8% | $92,240-79.7% | $80,976-76.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 22.40% | 13.07%+9.3pp | 176.29%-153.9pp | 22.91%-0.5pp |
| Employer contribution / active EE | $2,371 | $3,430-30.9% | $3,680-35.6% | $2,402-1.3% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $50 | $96-47.5% | $5,194-99.0% | $67-25.4% |