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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1363171 | Contract Administrator | $299,234 |
EKMAN CUSHING MAXWELL1+ years Filed as: EKMAN CUSHING MAXWELL, PS Service code 29 · EIN 91-1321138 | Legal | $84,833 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $31,833 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $30,000 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $10,950 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $6,453 |
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 | $37,240 | $50,626-26.4% | $84,753-56.1% | $65,292-43.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | -1.48% | 5.34%-6.8pp | 22.78%-24.3pp | 11.84%-13.3pp |
| Employer contribution / active EE | $1,962 | $3,033-35.3% | $3,574-45.1% | $2,302-14.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $83 | $97-14.2% | $5,333-98.4% | $57+44.6% |