Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RTRMT PLAN SERVICES Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $71,814 |
BENESYS, INC.9 years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $29,345 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $22,500 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 | Accounting | $12,400 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $7,859 |
PLUMBERS & PIPEFITTERS 94 COMBINED10+ years Service code 15 · EIN 27-2373591 | Recordkeeping | $7,408 |
Annual investment return 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 | $113,484 | $51,878+118.8% | $68,368+66.0% | $79,634+42.5% |
| Participation rate | 100.0% | 53.7%+46.3pp | 73.8%+26.2pp | 62.5%+37.5pp |
| Annual return | 7.19% | 137.43%-130.2pp | 292.57%-285.4pp | 36.46%-29.3pp |
| Employer contribution / active EE | $7,276 | $1,931+276.8% | $2,649+174.7% | $2,529+187.7% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $274 | $942-70.9% | $5,150-94.7% | $1,002-72.6% |