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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 98-0361647 | Direct payment from the plan; Custodi... | $484,928 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Custodial (other than securities); Di... | $208,652 |
Filed as: P&P NO. 189 H&W FUND ADMINISTRATORS Service code 13 · EIN 31-6035546 | Contract Administrator | $152,548 |
Service code 10 · EIN 31-0800053 | Accounting | $16,225 |
VORYS, SATER, SEYMOUR & PEASE10+ years Service code 29 · EIN 31-4333125 | Legal | $15,000 |
LANZ PRINTING1 year Service code 50 257 CLEVELAND AVE. · COLUMBUS, OH 43215 | Direct Payment | $11,672 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,329 | $98,273+37.7% | $150,734-10.2% | $85,660+58.0% |
| Participation rate | 85.0% | 84.0%+1.0pp | 78.4%+6.6pp | 74.8%+10.2pp |
| Annual return | 5.73% | 7.62%-1.9pp | 600.81%-595.1pp | 19.52%-13.8pp |
| Employer contribution / active EE | $12,068 | $5,764+109.4% | $4,918+145.4% | $4,199+187.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $549 | $226+143.1% | $14,905-96.3% | $224+144.9% |