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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRNE Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $25,672 |
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $25,641 |
PACKER THOMAS4 years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $13,885 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $9,766 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,120 |
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 | $181,262 | $76,669+136.4% | $96,520+87.8% | $71,495+153.5% |
| Participation rate | 72.4% | 66.6%+5.8pp | 74.3%-2.0pp | 67.9%+4.4pp |
| Annual return | 16.87% | 48.29%-31.4pp | 35.72%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $4,836 | $3,031+59.6% | $3,739+29.4% | $2,589+86.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $542 | $2,028-73.3% | $6,733-92.0% | $1,588-65.9% |