| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $132,587 |
Service code 29 · EIN 26-1367865 | Legal | $77,420 |
BERRY & CO., CPA'S LTD6 years Service code 10 · EIN 88-0400174 | Accounting | $60,441 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $28,728 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE, LLC Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $18,071 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $14,552 |
MILLIMAN, INC.5 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $12,000 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $6,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,183 | $88,479-27.5% | $96,543-33.5% | $80,187-20.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.74% | 22.53%-6.8pp | 35.75%-20.0pp | 40.40%-24.7pp |
| Employer contribution / active EE | $8,090 | $4,177+93.7% | $3,741+116.3% | $2,980+171.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $53 | $211-74.9% | $6,737-99.2% | $145-63.4% |