| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $115,002 |
BERRY & CO., CPA'S LTD1+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $84,635 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK Service code 29 · EIN 26-1367865 | Legal | $72,338 |
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $31,250 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $29,395 |
MILLIMAN, INC.1+ years Service code 16 · EIN 91-0675641 | Consulting | $13,802 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,842 | $55,516-12.0% | $75,784-35.6% | $59,188-17.5% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -0.05% | -1.89%+1.8pp | 9.68%-9.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $4,774 | $2,604+83.4% | $3,323+43.7% | $2,098+127.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $76 | $110-31.2% | $5,300-98.6% | $92-18.0% |