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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 690 CANTON ST · WESTWOOD, MA 02090 | Securities Custodian | $29,926 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638165 | Consulting | $24,000 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Plan Administrator | $17,468 |
MACALA & PIATT, LLC6+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $13,132 |
LEE CPA AUDIT GROUP2 years Filed as: LEE BARNES Service code 13 36 EAST WARNER ROAD · AKRON, OH 44319 | Contract Administrator | $9,857 |
YURCHYK & DAVIS CPA'S, INC.6+ years Service code 10 · EIN 34-1638235 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,271 | $69,383-44.8% | $101,271-62.2% | $73,493-47.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.22% | 18.46%-4.2pp | 46.48%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $7,613 | $2,628+189.7% | $3,660+108.0% | $2,270+235.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $984 | $704+39.9% | $5,948-83.5% | $513+91.8% |