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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $963,650 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $116,827 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
MCGANN KETTERMAN & RIOUX2 years Service code 29 · EIN 36-3968279 | Legal | $43,436 |
KRISTINA GUASTAFERRI1 year Service code 30 · EIN 80-0636673 | Employee (plan) | $25,019 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK T. LIBBY Service code 20 · EIN 80-0636673 | Trustee (individual) | $20,600 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $18,689 |
MCJESSY CHING & THOMPSON3+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $15,251 |
REMKE PRINTING3+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $12,579 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER Service code 10 · EIN 36-2152389 | Accounting | $9,692 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,363 | $49,973-55.2% | $83,831-73.3% | $73,367-69.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 9.03% | 0.83%+8.2pp | 850.99%-842.0pp | 173.45%-164.4pp |
| Employer contribution / active EE | $3,002 | $3,293-8.9% | $3,631-17.3% | $2,499+20.1% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $50 | $95-47.3% | $5,479-99.1% | $68-26.6% |