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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 | $81,557-41.4% | $123,973-61.4% | $65,191-26.7% |
| Participation rate | 99.8% | 77.8%+22.0pp | 76.7%+23.2pp | 63.0%+36.8pp |
| Annual return | 4.68% | 11.45%-6.8pp | 388.13%-383.5pp | 51.24%-46.6pp |
| Employer contribution / active EE | $4,427 | $4,637-4.5% | $4,126+7.3% | $2,400+84.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $442 | $1,040-57.4% | $11,799-96.2% | $907-51.2% |