| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $122,304 |
Service code 29 · EIN 26-1367865 | Legal | $72,377 |
BERRY & CO., CPA'S LTD5+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $57,288 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $26,110 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $12,219 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 16 · EIN 91-0675641 | Consulting | $8,500 |
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,837 | $66,051-4.9% | $92,916-32.4% | $77,775-19.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 18.83% | 20.69%-1.9pp | 109.45%-90.6pp | 32.58%-13.7pp |
| Employer contribution / active EE | $6,354 | $3,426+85.5% | $3,654+73.9% | $2,504+153.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $56 | $148-62.3% | $5,796-99.0% | $100-44.3% |