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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $61,509 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $29,333 |
CENTRAL DATA SERVICES7+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,062 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,122 |
PACKER THOMAS6 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $16,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,100 | $76,774-55.6% | $112,249-69.6% | $77,906-56.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.52% | -10.25%-3.3pp | 27.48%-41.0pp | 12.16%-25.7pp |
| Employer contribution / active EE | $1,524 | $3,977-61.7% | $3,636-58.1% | $2,846-46.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $138 | $239-42.1% | $6,412-97.8% | $133+4.3% |