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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,013,143 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $104,806 |
MCGANN KETTERMAN & RIOUX7 years Service code 29 · EIN 36-3968279 | Legal | $50,731 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $43,591 |
BOBOWSKI S4 years Filed as: S. BOBOWSKI Service code 30 · EIN 36-6130207 | Employee (plan) | $28,924 |
MCJESSY CHING & THOMPSON8+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $24,250 |
GARY PERINAR JR.2 years Service code 20 · EIN 36-1894832 | Trustee (individual); Other fees | $23,300 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $17,259 |
LASALLE INVESTMENT ADVISORS5 years Filed as: LASALLE NETWORK Service code 49 · EIN 36-4319267 | Other Services | $15,873 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,989 | $55,730-31.8% | $96,543-60.7% | $96,393-60.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 13.95% | 12.78%+1.2pp | 35.75%-21.8pp | 22.88%-8.9pp |
| Employer contribution / active EE | $10,420 | $4,014+159.6% | $3,741+178.6% | $3,239+221.8% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $64 | $105-38.9% | $6,737-99.0% | $74-12.7% |