| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $119,904 |
Service code 29 · EIN 26-1367865 | Legal | $70,889 |
BERRY & CO., CPA'S LTD1 year Service code 10 · EIN 88-0400174 | Accounting | $54,046 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $27,001 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $15,319 |
MILLIMAN, INC.4+ years Service code 16 · EIN 91-0675641 | Consulting | $8,500 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,535 | $60,396-9.7% | $83,831-34.9% | $75,289-27.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -6.46% | 3.84%-10.3pp | 850.99%-857.4pp | -0.04%-6.4pp |
| Employer contribution / active EE | $5,544 | $3,343+65.8% | $3,631+52.7% | $2,405+130.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $58 | $141-58.8% | $5,479-98.9% | $102-43.2% |