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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,028,803 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $110,440 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $46,063 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
MCGANN KETTERMAN & RIOUX5 years Service code 29 · EIN 36-3968279 | Legal | $34,883 |
BOBOWSKI S2 years Filed as: S. BOBOWSKI Service code 30 · EIN 36-6130207 | Employee (plan) | $27,001 |
REMKE PRINTING6+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $22,517 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $17,500 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $16,565 |
MCJESSY CHING & THOMPSON6+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $16,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,599 | $65,673-44.3% | $109,191-66.5% | $106,520-65.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 20.49% | 15.69%+4.8pp | 25.76%-5.3pp | 19.28%+1.2pp |
| Employer contribution / active EE | $8,545 | $4,042+111.4% | $3,723+129.5% | $2,840+200.8% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $65 | $107-39.4% | $6,756-99.0% | $75-13.0% |