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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 15 · EIN 01-0233346 | Recordkeeping | $406,063 |
HSBA8 years Service code 13 · EIN 94-3089465 | Contract Administrator | $328,642 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $125,000 |
SALTZMAN & JOHNSON9+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $47,998 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $28,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,783 | $74,831-46.8% | $96,543-58.8% | $103,657-61.6% |
| Participation rate | 99.5% | 83.1%+16.5pp | 74.3%+25.2pp | 73.4%+26.2pp |
| Annual return | 12.38% | 16.15%-3.8pp | 35.75%-23.4pp | 33.13%-20.7pp |
| Employer contribution / active EE | $8,501 | $3,888+118.7% | $3,741+127.3% | $3,216+164.4% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $80 | $130-38.4% | $6,737-98.8% | $114-29.8% |