Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $576,616 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVLAND, OH 44114 | Investment Management | $214,570 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $108,183 |
FITZSIMMONS ABRAMS, LLP3 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE · WOODBURY, NY 11797 | Accounting | $97,012 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $48,300 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $41,678 |
LISA PARISI5+ years Service code 30 · EIN 13-3207195 100 MERRICK RD, STE 500 W · ROCKVILLE CENTRE, NY 11570 | Employee (plan) | $33,501 |
MARKOWITZ & RICHMAN3 years Filed as: LAW OFFICES OF MARKOWITZ & RICHMAN Service code 29 · EIN 23-2111581 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Legal | $27,054 |
JBM COMPUTER CONSULTANTS2 years Filed as: JBM COMPUTER CONSULTANTS, INC Service code 15 · EIN 16-1173118 20 N AMERICA DRIVE · WEST SENECA, NY 14224 | Recordkeeping | $19,537 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 900 THIRD AVE, SUITE 1200 · NEW YORK, NY 100224869 | Legal | $11,676 |
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 | $67,156 | $95,776-29.9% | $162,177-58.6% | $77,775-13.7% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 23.55% | 37.03%-13.5pp | 115.60%-92.1pp | 32.58%-9.0pp |
| Employer contribution / active EE | $5,634 | $3,874+45.4% | $5,613+0.4% | $2,504+125.0% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $593 | $88+576.7% | $10,843-94.5% | $100+492.9% |