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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $42,658 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,552 |
Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $12,319 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,829 |
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 | $154,090 | $121,671+26.6% | $211,142-27.0% | $64,340+139.5% |
| Participation rate | 94.4% | 76.5%+17.9pp | 87.3%+7.1pp | 55.2%+39.1pp |
| Annual return | 14.54% | 21.43%-6.9pp | 46.84%-32.3pp | 24.14%-9.6pp |
| Employer contribution / active EE | $8,744 | $4,066+115.1% | $6,442+35.7% | $1,862+369.7% |
| Participant deferral / active EE | $0 | $6,049-100.0% | $9,284-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,998 | $4,774-58.2% | $19,076-89.5% | $3,703-46.0% |