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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 94-6186900 | Other Fees | $165,689 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $83,772 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 | Legal | $25,178 |
RAEL & LETSON1 year Filed as: RAEL & LETSON INC. Service code 16 · EIN 94-1701048 | Consulting | $20,940 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $17,815 |
SALTZMAN & JOHNSON1 year Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $7,009 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,085 | $91,517+155.8% | $101,275+131.1% | $73,415+218.9% |
| Participation rate | 98.4% | 73.8%+24.7pp | 75.8%+22.6pp | 72.2%+26.3pp |
| Annual return | 17.31% | 17.17%+0.1pp | 46.46%-29.2pp | 59.30%-42.0pp |
| Employer contribution / active EE | $9,099 | $2,877+216.3% | $3,660+148.6% | $2,234+307.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $294 | $216+36.2% | $5,948-95.1% | $158+86.2% |