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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $54,549 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $45,000 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $38,648 |
PLUMBERS LOCAL UNION NO. 6905 years Filed as: PLUMBERS LOCAL 396 COMBINED FUNDS Service code 99 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Other Fees | $13,062 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $8,900 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 20445 EMERALD PKWY 210 · CLEVELAND, OH 44135 | Legal | $8,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,794 | $77,788-38.6% | $119,126-59.9% | $64,728-26.2% |
| Participation rate | 99.8% | 69.4%+30.4pp | 75.8%+24.1pp | 57.9%+41.9pp |
| Annual return | 4.68% | 13.19%-8.5pp | 282.11%-277.4pp | 49.38%-44.7pp |
| Employer contribution / active EE | $4,427 | $4,031+9.8% | $4,034+9.8% | $2,243+97.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $442 | $1,365-67.6% | $10,693-95.9% | $1,145-61.4% |