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| Provider | Service type | Compensation |
|---|---|---|
ASHER KELLY2 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $42,599 |
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $39,859 |
ANDCO CONSULTING7 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $22,000 |
BENESYS, INC.2 years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH 44406 | Contract Administrator | $14,018 |
PACKER THOMAS1 year Service code 10 6601 WESTFORD PLACE, STE 101 · CANFIELD, OH 44406 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,953 | $93,010-17.3% | $96,515-20.3% | $74,460+3.3% |
| Participation rate | 86.6% | 71.6%+15.0pp | 74.3%+12.2pp | 70.7%+15.8pp |
| Annual return | 15.64% | 37.50%-21.9pp | 35.73%-20.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,777 | $3,427-19.0% | $3,740-25.7% | $2,638+5.3% |
| Participant deferral / active EE | $283 | $3,971-92.9% | $4,880-94.2% | $4,530-93.7% |
| Admin fee / account holder | $334 | $633-47.2% | $6,735-95.0% | $348-3.8% |