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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 | $33,563 |
HEALTHSCOPE BENEFITS3 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Plan Administrator | $15,282 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638165 500 GRANT ST · PITTSBURGH, PA 15219 | Consulting | $12,000 |
YURCHYK & DAVIS CPA'S, INC.8+ years Service code 10 · EIN 34-1638235 | Accounting | $8,900 |
MACALA & PIATT, LLC8+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,350 |
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 | $35,254 | $64,176-45.1% | $112,249-68.6% | $66,938-47.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.50% | -13.80%-2.7pp | 27.48%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $9,152 | $3,007+204.4% | $3,636+151.7% | $2,545+259.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $697 | $626+11.4% | $6,412-89.1% | $594+17.5% |