| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $118,449 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK Service code 29 · EIN 26-1367865 | Legal | $72,000 |
BERRY & CO., CPA'S LTD2+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $57,110 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $31,250 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $26,487 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $17,087 |
MILLIMAN, INC.2+ years Service code 16 · EIN 91-0675641 | Consulting | $13,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,715 | $54,392-4.9% | $84,753-39.0% | $63,975-19.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.99% | 611.38%-605.4pp | 22.78%-16.8pp | 48.65%-42.7pp |
| Employer contribution / active EE | $5,166 | $2,943+75.6% | $3,574+44.5% | $2,182+136.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $67 | $136-50.6% | $5,333-98.7% | $70-4.8% |