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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $1,066,597 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $113,452 |
MCGANN KETTERMAN & RIOUX8 years Service code 29 · EIN 36-3968279 | Legal | $49,467 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $36,460 |
BOBOWSKI S5 years Filed as: S. BOBOWSKI Service code 30 · EIN 36-6130207 | Employee (plan) | $29,863 |
REMKE PRINTING9+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $23,868 |
GARY PERINAR JR.3 years Service code 20 · EIN 36-1894832 | Trustee (individual); Other fees | $23,300 |
MCJESSY CHING & THOMPSON9+ years Filed as: MCJESSY, CHING & THOMPSON LLC Service code 29 · EIN 59-3776245 | Legal | $20,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $15,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,358 | $63,356-23.7% | $103,378-53.2% | $106,408-54.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 24.46% | 14.77%+9.7pp | 24.91%-0.5pp | 17.37%+7.1pp |
| Employer contribution / active EE | $10,751 | $4,310+149.4% | $3,870+177.8% | $3,361+219.8% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,058-100.0% | $5,567-100.0% |
| Admin fee / account holder | $68 | $110-38.1% | $8,401-99.2% | $79-13.8% |