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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $474,617 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $114,883 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVE. 48TH FL · NEW YORK, NY 10018 | Investment Management | $105,146 |
FITZSIMMONS ABRAMS, LLP2 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE · WOODBURY, NY 11797 | Accounting | $83,324 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $66,180 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $45,601 |
MARKOWITZ & RICHMAN2 years Filed as: LAW OFFICES OF MARKOWITZ & RICHMAN Service code 29 · EIN 23-2111581 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Legal | $30,858 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVLAND, OH 44114 | Investment Management | $22,679 |
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON, LLP Service code 29 900 THIRD AVE, SUITE 1200 · NEW YORK, NY 100224869 | Legal | $19,353 |
JBM COMPUTER CONSULTANTS1 year Filed as: JBM COMPUTER CONSULTANTS, INC Service code 15 · EIN 16-1173118 20 N AMERICA DRIVE · WEST SENECA, NY 14224 | Recordkeeping | $7,216 |
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 | $67,432 | $82,546-18.3% | $140,019-51.8% | $75,289-10.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -1.74% | -0.36%-1.4pp | 651.17%-652.9pp | -0.04%-1.7pp |
| Employer contribution / active EE | $5,783 | $3,856+50.0% | $5,605+3.2% | $2,405+140.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $528 | $86+515.2% | $10,705-95.1% | $102+415.7% |