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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $64,723 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANELY Service code 16 · EIN 94-1671384 | Consulting | $45,000 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $31,200 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $6,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,664 | $60,545-51.0% | $92,239-67.8% | $69,631-57.4% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 10.25% | 19.71%-9.5pp | 176.29%-166.0pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $1,861 | $2,633-29.3% | $3,680-49.4% | $2,032-8.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $335 | $145+131.2% | $5,194-93.6% | $110+203.1% |