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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $130,530 |
NORTHWESTERN OHIO ADMINISTRATORS9+ years Service code 10 · EIN 34-1337680 | Accounting | $70,443 |
ALLOTTA FARLEY CO LPA9+ years Filed as: ALLOTTA FARLEY LLP Service code 29 · EIN 34-1316963 | Legal | $19,386 |
ANDCO CONSULTING6 years Filed as: ANDCO Service code 28 · EIN 59-3676225 | Investment Management | $15,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 26-2766689 | Investment Management | $15,000 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,374 | $82,979-69.4% | $102,412-75.2% | $77,736-67.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 24.12% | 19.11%+5.0pp | 24.94%-0.8pp | 31.26%-7.1pp |
| Employer contribution / active EE | $12,651 | $3,554+256.0% | $3,870+226.9% | $2,728+363.8% |
| Participant deferral / active EE | $132 | $4,109-96.8% | $5,060-97.4% | $4,651-97.2% |
| Admin fee / account holder | $138 | $639-78.4% | $8,388-98.4% | $433-68.2% |