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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $43,759 |
BLITMAN & KING10+ years Service code 49 C/O IRON WORKERS LOCAL 60 · SYRACUSE, NY 13204 | Other Services | $35,031 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON WORKERS LOCAL 60 Service code 50 EDUCATION AND TRAINING FUND · SYRACUSE, NY 13204 | Direct Payment | $28,077 |
UPSTATE ADVISORS GROUP7 years Filed as: UPSTATE ADVISORS, INC. Service code 26 40 HUMBOLDT STREET · ROCHESTER, NY 14609 | Advisory (Participants) | $15,500 |
MASTERPOLE AND MURPHY AGENCY9 years Service code 22 1524 W FAYETTE STREET · SYRACUSE, NY 13204 | Insurance Broker | $11,257 |
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 | $109,827 | $65,191+68.5% | $214,702-48.8% | $65,191+68.5% |
| Participation rate | 71.7% | 63.0%+8.7pp | 87.5%-15.8pp | 63.0%+8.7pp |
| Annual return | 10.24% | 51.24%-41.0pp | 54.55%-44.3pp | 51.24%-41.0pp |
| Employer contribution / active EE | $4,109 | $2,400+71.2% | $6,461-36.4% | $2,400+71.2% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $9,147-100.0% | $2,671-100.0% |
| Admin fee / account holder | $391 | $907-56.9% | $19,830-98.0% | $907-56.9% |