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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $82,905 |
HARVEY & HACKETT1+ years Service code 29 · EIN 13-3628113 | Legal | $55,473 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $38,000 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
LARRY MAGARIK, ESQ1+ years Service code 99 · EIN 46-4963823 | Other Fees | $19,680 |
COLLERAN, O'HARA & MILLS LLP1+ years Service code 29 · EIN 11-2940050 | Legal | $10,831 |
Service code 49 · EIN 33-1167361 | Other Services | $5,270 |
BOULEVARD SERVICE STA., INC.1+ years Service code 49 · EIN 11-2587170 | Other Services | $5,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,669 | $68,413+69.1% | $123,105-6.0% | $55,191+109.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 9.37% | 6.30%+3.1pp | 13.22%-3.8pp | 10.78%-1.4pp |
| Employer contribution / active EE | $8,147 | $3,050+167.1% | $5,151+58.2% | $1,899+329.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $908 | $88+933.9% | $9,014-89.9% | $91+900.2% |