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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $68,810 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $30,000 |
CENTRAL DATA SERVICES4+ years Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES, FIFTH FLOOR · PITTSBURGH, PA 15222 | Contract Administrator | $26,100 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,038 |
PACKER THOMAS3 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $17,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,169 | $63,114-37.9% | $92,893-57.8% | $65,185-39.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 3.51% | 28.75%-25.2pp | 109.41%-105.9pp | 29.38%-25.9pp |
| Employer contribution / active EE | $23,351 | $2,571+808.4% | $3,653+539.3% | $2,177+972.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $183 | $624-70.7% | $5,794-96.8% | $847-78.4% |