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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,616 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $20,512 |
FOX ROTHSCHILD LLP1 year Service code 29 · EIN 23-1404723 | Legal | $8,342 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 | Accounting | $7,500 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $6,786 |
Filed as: CHARLES J JOHNSTON PC Service code 29 · EIN 23-2077724 | Legal | $5,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,201 | $63,114+141.2% | $92,909+63.8% | $65,185+133.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.56% | 28.75%-8.2pp | 109.44%-88.9pp | 29.38%-8.8pp |
| Employer contribution / active EE | $6,955 | $2,571+170.6% | $3,653+90.4% | $2,177+219.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $697 | $624+11.8% | $5,795-88.0% | $847-17.7% |