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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $37,717 |
ASHER KELLY3 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $14,858 |
SHEET METAL COLLECTION AGENCY10+ years Service code 64 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Recordkeeping Fees | $14,068 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH 44406 | Contract Administrator | $12,480 |
ANDCO CONSULTING8 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $12,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 16 875 GREEN TREE RD. STE. 840 · PITTSBURGH, PA 15220 | Consulting | $12,000 |
PACKER THOMAS2 years Service code 10 6601 WESTFORD PLACE, STE 101 · CANFIELD, OH 44406 | Accounting | $10,250 |
Participant contribution per participant 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 | $87,485 | $82,979+5.4% | $102,383-14.6% | $77,714+12.6% |
| Participation rate | 83.5% | 71.5%+12.0pp | 74.5%+9.0pp | 70.6%+12.9pp |
| Annual return | 12.38% | 19.11%-6.7pp | 24.94%-12.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $2,856 | $3,554-19.6% | $3,870-26.2% | $2,727+4.7% |
| Participant deferral / active EE | $314 | $4,109-92.4% | $5,060-93.8% | $4,649-93.2% |
| Admin fee / account holder | $297 | $639-53.4% | $8,391-96.5% | $433-31.3% |