| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $129,730 |
Service code 29 · EIN 26-1367865 | Legal | $80,882 |
BERRY & CO., CPA'S LTD4 years Service code 10 · EIN 88-0400174 | Accounting | $60,583 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $28,728 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $14,088 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 16 · EIN 91-0675641 | Consulting | $11,000 |
NEPC, LLC2 years 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 | $73,444 | $88,770-17.3% | $109,191-32.7% | $93,010-21.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.61% | 60.64%-49.0pp | 25.76%-14.1pp | 158.70%-147.1pp |
| Employer contribution / active EE | $5,048 | $3,780+33.5% | $3,723+35.6% | $2,705+86.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $60 | $172-65.3% | $6,756-99.1% | $152-60.5% |