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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $163,016 |
REHN & ASSOCIATES5 years Service code 13 · EIN 91-1008626 | Contract Administrator | $155,090 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $60,734 |
VERUS4 years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $50,000 |
TURNER, STOEVE & GAGLIARDI, P.S.6+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $40,758 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $7,332 |
Participant contribution per participant 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 | $77,689 | $81,719-4.9% | $101,264-23.3% | $90,274-13.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 14.53% | 337.64%-323.1pp | 46.48%-31.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $1,331 | $3,622-63.3% | $3,660-63.6% | $2,523-47.3% |
| Participant deferral / active EE | $783 | $3,310-76.3% | $4,370-82.1% | $4,231-81.5% |
| Admin fee / account holder | $214 | $162+32.2% | $5,947-96.4% | $114+87.6% |