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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET STE 1400 · CLEVLAND, OH 44114 | Investment Management | $310,031 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SCVS Service code 52 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Indirect Investment Fees | $117,588 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $104,426 |
REYNOLDS CONSULTING SERVICES8 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $60,471 |
AMERICAN FUNDS7 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 | $43,094 |
FITZSIMMONS ABRAMS, LLP10+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $23,900 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $22,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,817 | $241,101-55.3% | $103,333+4.3% | $199,593-46.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.66% | 17.80%-8.1pp | 24.88%-15.2pp | 34.25%-24.6pp |
| Employer contribution / active EE | $8,190 | $4,244+93.0% | $3,868+111.7% | $3,034+169.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $885 | $288+207.6% | $8,355-89.4% | $269+229.1% |