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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $457,769 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $39,433 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $11,000 |
CONSTRUCTION BUSINESS GROUP2 years Service code 29 · EIN 39-1703979 | Legal | $9,963 |
Service code 29 · EIN 39-1126909 | Legal | $8,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,369 | $102,364-93.8% | $119,126-94.7% | $102,364-93.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 75.8%+24.2pp | 82.9%+17.1pp |
| Annual return | 13.11% | 13.75%-0.6pp | 282.11%-269.0pp | 13.75%-0.6pp |
| Employer contribution / active EE | $2,360 | $3,994-40.9% | $4,034-41.5% | $3,994-40.9% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $5,318-100.0% | $5,690-100.0% |
| Admin fee / account holder | $57 | $214-73.3% | $10,693-99.5% | $214-73.3% |