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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,073,198 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $117,123 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $56,589 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
MCGANN KETTERMAN & RIOUX4 years Service code 29 · EIN 36-3968279 | Legal | $33,973 |
BOBOWSKI S1 year Filed as: S. BOBOWSKI Service code 30 · EIN 36-6130207 | Employee (plan) | $26,026 |
REMKE PRINTING5+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $20,677 |
GARY PERINAR JR.1 year Filed as: GARY PERINAR JR Service code 20 · EIN 80-0636673 | Trustee (individual); Other fees | $20,000 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY AND KIENER Service code 10 · EIN 36-2152389 | Accounting | $18,463 |
MCJESSY CHING & THOMPSON5+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $17,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,528 | $52,155-43.4% | $101,275-70.8% | $106,273-72.2% |
| Participation rate | 99.5% | 81.2%+18.3pp | 75.8%+23.7pp | 70.8%+28.7pp |
| Annual return | 10.87% | 13.07%-2.2pp | 46.46%-35.6pp | 21.70%-10.8pp |
| Employer contribution / active EE | $3,517 | $3,414+3.0% | $3,660-3.9% | $2,722+29.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $57 | $102-44.0% | $5,948-99.0% | $78-27.3% |