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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 200 BERKELEY ST · BOSTON, MA 02116 | Securities Custodian | $30,916 |
HEALTHSCOPE BENEFITS5 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Contract Administrator | $13,212 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 1285 6TH AVENUE · NEW YORK, NY 10019 | Consulting | $12,000 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 | Accounting | $8,900 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,953 |
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 | $56,724 | $80,781-29.8% | $102,437-44.6% | $74,478-23.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.31% | 27.58%-15.3pp | 24.95%-12.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $10,032 | $3,160+217.5% | $3,871+159.2% | $2,626+282.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $742 | $2,372-68.7% | $8,388-91.1% | $1,946-61.8% |