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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 | $122,258+26.0% | $199,883-22.9% | $64,097+140.4% |
| Participation rate | 94.4% | 79.0%+15.4pp | 86.8%+7.6pp | 55.2%+39.2pp |
| Annual return | 14.54% | 24.91%-10.4pp | 43.81%-29.3pp | 34.64%-20.1pp |
| Employer contribution / active EE | $8,744 | $4,242+106.1% | $6,261+39.7% | $1,891+362.3% |
| Participant deferral / active EE | $0 | $6,258-100.0% | $9,138-100.0% | $3,080-100.0% |
| Admin fee / account holder | $1,998 | $3,882-48.5% | $17,268-88.4% | $3,454-42.2% |