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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 19 · EIN 10-2333346 690 CANTON ST · WESTWOOD, MA 02090 | Securities Custodian | $76,625 |
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 | Contract Administrator | $51,958 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 181 WASHINGTON ST, STE 500 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $30,000 |
WILLIG, WILLIAMS & DAVIDSON9+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $11,410 |
ALAN ROSS & COMPANY, PC9+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Accounting | $10,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,044 | $93,010-62.3% | $96,520-63.7% | $74,440-52.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 16.18% | 37.50%-21.3pp | 35.72%-19.5pp | 34.37%-18.2pp |
| Employer contribution / active EE | $12,790 | $3,427+273.2% | $3,739+242.1% | $2,638+384.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $151 | $633-76.2% | $6,733-97.8% | $348-56.7% |