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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $45,444 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $32,000 |
PACKER THOMAS9 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $28,500 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,323 |
FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,350 |
Participant contribution per participant 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 | $46,957 | $106,351-55.8% | $105,223-55.4% | $103,975-54.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 14.49% | 11.69%+2.8pp | 180.65%-166.2pp | 19.41%-4.9pp |
| Employer contribution / active EE | $1,676 | $5,336-68.6% | $3,689-54.6% | $3,722-55.0% |
| Participant deferral / active EE | $17 | $3,221-99.5% | $5,072-99.7% | $5,343-99.7% |
| Admin fee / account holder | $165 | $316-47.6% | $8,859-98.1% | $332-50.3% |