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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 63 690 CANTON ST · WESTWOOD, MA 02090 | 12b-1 Fees | $101,700 |
NORTHWESTERN OHIO ADMINISTRATORS5+ years Service code 10 · EIN 34-1337680 | Accounting | $37,058 |
ALLOTTA FARLEY CO LPA5+ years Service code 29 · EIN 34-1316963 | Legal | $29,273 |
Filed as: MERRILL LYNCH Service code 28 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Investment Management | $18,000 |
Service code 10 · EIN 31-0800053 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,772 | $91,517-66.4% | $101,264-69.6% | $73,412-58.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 2.28% | 17.17%-14.9pp | 46.48%-44.2pp | 59.30%-57.0pp |
| Employer contribution / active EE | $4,131 | $2,877+43.6% | $3,660+12.9% | $2,234+85.0% |
| Participant deferral / active EE | $444 | $3,338-86.7% | $4,370-89.8% | $3,806-88.3% |
| Admin fee / account holder | $170 | $216-21.4% | $5,947-97.1% | $158+7.5% |