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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICE & BENEFIT ADMINISTRA Service code 12 · EIN 94-3089465 | Claims processing; Recordkeeping and ... | $110,275 |
Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $99,940 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $39,183 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $12,475 |
SALTZMAN & JOHNSON5 years Service code 29 · EIN 94-2376174 | Legal | $10,383 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $9,813 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $4,868 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,627 | $136,266-69.5% | $90,756-54.1% | $77,906-46.6% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -11.01% | -11.32%+0.3pp | -12.16%+1.1pp | 12.16%-23.2pp |
| Employer contribution / active EE | $3,588 | $4,215-14.9% | $2,922+22.8% | $2,846+26.0% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,565-100.0% | $4,805-100.0% |
| Admin fee / account holder | $93 | $399-76.7% | $8,445-98.9% | $133-30.0% |