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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 28 · EIN 01-0233346 | Investment Management | $153,484 |
AMERICAN REALTY ADVISORS8 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $76,163 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $58,000 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $57,302 |
COLLERAN, O'HARA & MILLS LLP9 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $49,687 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $38,137 |
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $31,074 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $10,980 |
MATRIX TRUST COMPANY10+ years Service code 51 · EIN 75-3182674 | Investment Mgmt Fees | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,811 | $92,224+222.9% | $105,223+183.0% | $79,634+274.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.13% | 88.65%-76.5pp | 180.65%-168.5pp | 36.46%-24.3pp |
| Employer contribution / active EE | $15,578 | $3,965+292.9% | $3,689+322.3% | $2,529+515.9% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $810 | $1,121-27.7% | $8,859-90.9% | $1,002-19.1% |