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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $44,009 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRNE Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $24,070 |
PACKER THOMAS5 years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $13,919 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $13,249 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $209,907 | $80,781+159.8% | $102,437+104.9% | $74,478+181.8% |
| Participation rate | 68.6% | 65.7%+3.0pp | 74.5%-5.9pp | 67.2%+1.4pp |
| Annual return | 12.50% | 27.58%-15.1pp | 24.95%-12.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $6,676 | $3,160+111.3% | $3,871+72.5% | $2,626+154.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $715 | $2,372-69.9% | $8,388-91.5% | $1,946-63.2% |