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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $143,224 |
CENTRAL DATA SERVICES4 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $39,720 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,500 |
DICLAUDIO & KRAMER, LLC9+ years Service code 10 · EIN 27-0889793 | Accounting | $25,654 |
MEYER, UNKOVIC & SCOTT9+ years Service code 29 · EIN 25-1344985 | Legal | $10,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $93,010-30.9% | $96,520-33.4% | $74,440-13.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 16.14% | 37.50%-21.4pp | 35.72%-19.6pp | 34.37%-18.2pp |
| Employer contribution / active EE | $8,374 | $3,427+144.3% | $3,739+124.0% | $2,638+217.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $194 | $633-69.3% | $6,733-97.1% | $348-44.2% |