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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $67,290 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $32,000 |
CENTRAL DATA SERVICES8+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,333 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,366 |
PACKER THOMAS7 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $20,688 |
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 | $36,989 | $88,479-58.2% | $96,515-61.7% | $80,157-53.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.66% | 22.53%-10.9pp | 35.73%-24.1pp | 40.39%-28.7pp |
| Employer contribution / active EE | $1,425 | $4,177-65.9% | $3,740-61.9% | $2,977-52.1% |
| Participant deferral / active EE | $25 | $3,961-99.4% | $4,880-99.5% | $5,015-99.5% |
| Admin fee / account holder | $138 | $211-34.8% | $6,735-98.0% | $145-5.0% |