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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $191,810 |
CENTRAL DATA SERVICES3 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $36,000 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
DICLAUDIO & KRAMER, LLC8+ years Service code 10 · EIN 27-0889793 | Accounting | $23,434 |
MEYER, UNKOVIC & SCOTT8+ years Service code 29 · EIN 25-1344985 | Legal | $8,898 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,043 | $106,236-64.2% | $112,249-66.1% | $64,819-41.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.18% | -6.02%-10.2pp | 27.48%-43.7pp | 32.84%-49.0pp |
| Employer contribution / active EE | $17,344 | $3,166+447.8% | $3,636+377.0% | $2,507+591.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $133 | $452-70.6% | $6,412-97.9% | $188-29.4% |