| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $140,237 |
Service code 29 · EIN 26-1367865 | Legal | $78,945 |
BERRY & CO., CPA'S LTD7 years Service code 10 · EIN 88-0400174 | Accounting | $73,591 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO. Service code 19 · EIN 93-1799133 | Securities Custodian | $28,728 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $23,050 |
MILLIMAN, INC.10+ years Service code 16 · EIN 91-0675641 | Consulting | $22,750 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE, LLC Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $20,614 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $18,838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,883 | $241,850-69.0% | $102,437-26.9% | $200,096-62.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.27% | 17.67%-5.4pp | 24.95%-12.7pp | 34.26%-22.0pp |
| Employer contribution / active EE | $6,811 | $4,253+60.1% | $3,871+76.0% | $3,038+124.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $58 | $288-79.9% | $8,388-99.3% | $269-78.5% |