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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $41,426 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRNE Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $22,654 |
PACKER THOMAS3 years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $17,157 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $10,892 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,500 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 27 · EIN 47-0900990 7501 WISCONSIN AVENUE, 1200 WEST · BETHESDA, MD 20814 | Advisory (Plan) | $7,052 |
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 | $160,717 | $64,176+150.4% | $112,249+43.2% | $66,938+140.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.05% | -13.80%-1.3pp | 27.48%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,739 | $3,007+124.1% | $3,636+85.3% | $2,545+164.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $715 | $626+14.2% | $6,412-88.9% | $594+20.4% |