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| 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 | $44,206+156.7% | $94,057+20.7% | $64,728+75.3% |
| Participation rate | 100.0% | 51.0%+49.0pp | 73.3%+26.7pp | 57.9%+42.1pp |
| Annual return | 7.19% | 259.42%-252.2pp | 480.62%-473.4pp | 49.38%-42.2pp |
| Employer contribution / active EE | $7,276 | $1,635+345.0% | $2,933+148.1% | $2,243+224.4% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $274 | $1,230-77.7% | $7,244-96.2% | $1,145-76.1% |