| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 10 · EIN 38-2383171 | Accounting | $119,904 |
Service code 29 · EIN 26-1367865 | Legal | $73,994 |
BERRY & CO., CPA'S LTD3+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $55,413 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $31,250 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $26,724 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $16,638 |
MILLIMAN, INC.3+ years Service code 16 · EIN 91-0675641 | Consulting | $10,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 16.00% | 15.65%+0.3pp | 176.29%-160.3pp | 20.87%-4.9pp |
| Employer contribution / active EE | $5,354 | $3,226+66.0% | $3,680+45.5% | $2,310+131.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |