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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $155,572 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $30,000 |
INSULATORS LOCAL 235 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 170288654 | Plan Administrator | $26,157 |
JBM COMPUTER CONSULTANTS5 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NJ 14224 | Other Services | $10,659 |
WILLIG, WILLIAMS & DAVIDSON5 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $9,619 |
ALAN ROSS & COMPANY, PC10+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $9,100 |
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 | $113,806 | $92,224+23.4% | $105,223+8.2% | $79,634+42.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.25% | 88.65%-77.4pp | 180.65%-169.4pp | 36.46%-25.2pp |
| Employer contribution / active EE | $4,211 | $3,965+6.2% | $3,689+14.2% | $2,529+66.5% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $786 | $1,121-29.9% | $8,859-91.1% | $1,002-21.5% |