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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,002,393 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $105,489 |
REMKE PRINTING7+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $54,403 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $32,819 |
MCGANN KETTERMAN & RIOUX6 years Service code 29 · EIN 36-3968279 | Legal | $28,249 |
BOBOWSKI S3 years Filed as: S. BOBOWSKI Service code 30 · EIN 36-6130207 | Employee (plan) | $27,578 |
GARY PERINAR JR.1 year Service code 20 · EIN 36-1894832 | Trustee (individual); Other fees | $25,600 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $14,906 |
LASALLE INVESTMENT ADVISORS4 years Filed as: LASALLE NETWORK Service code 49 · EIN 36-4319267 | Other Services | $14,205 |
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 | $32,005 | $51,785-38.2% | $112,270-71.5% | $89,433-64.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -17.44% | -11.06%-6.4pp | 27.49%-44.9pp | -11.88%-5.6pp |
| Employer contribution / active EE | $9,805 | $3,782+159.2% | $3,635+169.7% | $3,021+224.6% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $62 | $102-38.8% | $6,411-99.0% | $79-21.8% |