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| Provider | Service type | Compensation |
|---|---|---|
INSULATORS LOCAL 232 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 170288654 | Plan Administrator | $43,067 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $31,657 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $30,000 |
JBM COMPUTER CONSULTANTS2 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NJ 14224 | Other Services | $13,591 |
WILLIG, WILLIAMS & DAVIDSON2 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $10,631 |
ALAN ROSS & COMPANY, PC7+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,000 |
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 | $73,665 | $106,236-30.7% | $112,258-34.4% | $64,814+13.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.93% | -6.02%-6.9pp | 27.47%-40.4pp | 32.84%-45.8pp |
| Employer contribution / active EE | $3,059 | $3,166-3.4% | $3,636-15.9% | $2,507+22.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $353 | $452-21.9% | $6,411-94.5% | $188+87.9% |