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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 | $36,650 |
HEALTHSCOPE BENEFITS4 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Plan Administrator | $14,277 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 1285 6TH AVENUE · NEW YORK, NY 10019 | Consulting | $12,000 |
MACALA & PIATT, LLC9+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $11,271 |
YURCHYK & DAVIS CPA'S, INC.9+ years Service code 10 · EIN 34-1638235 | Accounting | $8,900 |
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 | $42,690 | $76,669-44.3% | $96,520-55.8% | $71,495-40.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 16.32% | 48.29%-32.0pp | 35.72%-19.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $10,244 | $3,031+238.0% | $3,739+174.0% | $2,589+295.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $745 | $2,028-63.3% | $6,733-88.9% | $1,588-53.1% |