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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $379,613 |
ANDCO CONSULTING7 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
MEYER, UNKOVIC & SCOTT9+ years Service code 29 · EIN 25-1344985 | Legal | $22,445 |
DICLAUDIO & KRAMER, LLC9+ years Service code 10 · EIN 27-0889793 | Accounting | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,074 | $74,831-62.5% | $96,543-70.9% | $103,657-72.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 8.57% | 16.15%-7.6pp | 35.75%-27.2pp | 33.13%-24.6pp |
| Employer contribution / active EE | $2,747 | $3,888-29.3% | $3,741-26.6% | $3,216-14.6% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $97 | $130-25.4% | $6,737-98.6% | $114-15.0% |