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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $950,534 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $113,279 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
MCGANN KETTERMAN & RIOUX3 years Service code 29 · EIN 36-3968279 | Legal | $30,845 |
MCJESSY CHING & THOMPSON4+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $20,290 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $19,306 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY AND KIENER Service code 10 · EIN 36-2152389 | Accounting | $14,564 |
SCALAMBRINO & ARNOFF4+ years Service code 29 · EIN 36-3843693 | Legal | $8,131 |
REMKE PRINTING4+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $7,926 |
Filed as: LASALLE NETWORK Service code 49 · EIN 36-4319267 | Other Services | $6,486 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,507 | $49,105-48.1% | $92,916-72.5% | $89,609-71.5% |
| Participation rate | 99.5% | 79.0%+20.5pp | 76.0%+23.5pp | 69.6%+29.9pp |
| Annual return | 3.26% | 32.35%-29.1pp | 109.45%-106.2pp | 33.65%-30.4pp |
| Employer contribution / active EE | $3,477 | $3,373+3.1% | $3,654-4.8% | $2,584+34.6% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $51 | $93-44.7% | $5,796-99.1% | $72-28.5% |