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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $56,256 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $32,000 |
CENTRAL DATA SERVICES9+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,523 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $25,211 |
PACKER THOMAS8 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $23,175 |
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 | $41,890 | $241,850-82.7% | $102,383-59.1% | $199,921-79.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 20.51% | 17.67%+2.8pp | 24.94%-4.4pp | 34.28%-13.8pp |
| Employer contribution / active EE | $1,466 | $4,253-65.5% | $3,870-62.1% | $3,035-51.7% |
| Participant deferral / active EE | $22 | $3,961-99.4% | $5,060-99.6% | $5,089-99.6% |
| Admin fee / account holder | $118 | $288-59.2% | $8,391-98.6% | $269-56.3% |