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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 98-0361647 | Custodial (other than securities); Di... | $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 | $105,028+28.9% | $107,187+26.3% | $100,573+34.6% |
| Participation rate | 85.0% | 81.2%+3.8pp | 75.0%+10.0pp | 70.9%+14.1pp |
| Annual return | 5.73% | 10.61%-4.9pp | 204.55%-198.8pp | 18.89%-13.2pp |
| Employer contribution / active EE | $12,068 | $5,641+113.9% | $3,782+219.1% | $3,763+220.6% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $549 | $355+54.6% | $9,162-94.0% | $454+20.8% |