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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 45-3008106 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $139,176 |
Service code 13 · EIN 34-1323834 | Contract Administrator | $56,400 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $43,510 |
Filed as: THE PRUDENTIAL LIFE INS CO Service code 67 · EIN 22-1211670 213 WASHINGTON ST.,8TH FL · NEWARK, NJ 07102 | Other insurance wrap fees | $24,996 |
GALLOVIC, GRANITO, & CO LTD1+ years Service code 10 · EIN 34-1723186 | Accounting | $23,750 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 67 · EIN 04-1590850 1295 STATE ST, F105 · SPRINGFIELD, MA 01104 | Other insurance wrap fees | $22,506 |
Filed as: TRANSAMERICA Service code 67 · EIN 52-0419790 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Other insurance wrap fees | $22,269 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INS CO Service code 67 · EIN 13-5581829 1095 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Other insurance wrap fees | $21,494 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 67 · EIN 71-0294708 PO BOX 990064 · HARTFORD, CT 061990064 | Other insurance wrap fees | $16,172 |
INVESCO1+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 1555 PEACHTREE ST., NE · ATLANTA, GA 30309 | Investment Management | $9,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $84,537 | $50,498+67.4% | $75,784+11.5% | $55,191+53.2% |
| Participation rate | 65.9% | 69.4%-3.6pp | 75.8%-10.0pp | 69.2%-3.3pp |
| Annual return | -1.87% | 1.80%-3.7pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,452 | $2,291-36.6% | $3,323-56.3% | $1,899-23.5% |
| Participant deferral / active EE | $116 | $2,589-95.5% | $3,652-96.8% | $3,046-96.2% |
| Admin fee / account holder | $332 | $123+170.2% | $5,300-93.7% | $91+266.2% |