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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 690 CANTON ST. · WESTWOOD, MA 02090 | Recordkeeping | $42,739 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $42,121 |
UMR10+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $30,545 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $6,924 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,583 | $92,224-40.8% | $105,223-48.1% | $79,634-31.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 13.11% | 88.65%-75.5pp | 180.65%-167.5pp | 36.46%-23.3pp |
| Employer contribution / active EE | $7,098 | $3,965+79.0% | $3,689+92.4% | $2,529+180.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $338 | $1,121-69.9% | $8,859-96.2% | $1,002-66.3% |