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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $111,746 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 1000 HARBOR BLVD, 6TH FL · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $47,873 |
Service code 13 · EIN 34-1323834 8356 MUNSON RD · MENTOR, OH 44060 | Contract Administrator | $39,600 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 45-3008106 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $36,239 |
GALLOVIC, GRANITO, & CO LTD4+ years Service code 10 · EIN 34-1723186 8518 MENTOR AVE STE A · MENTOR, OH 44060 | Accounting | $19,000 |
MACALA & PIATT, LLC1 year Filed as: MACALA & PIATT, L.L.C. Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $7,255 |
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 | $92,350 | $55,449+66.5% | $83,831+10.2% | $56,289+64.1% |
| Participation rate | 90.2% | 68.0%+22.2pp | 76.1%+14.0pp | 69.9%+20.3pp |
| Annual return | -4.28% | -1.38%-2.9pp | 850.99%-855.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,325 | $2,430+36.8% | $3,631-8.4% | $2,111+57.5% |
| Participant deferral / active EE | $456 | $2,935-84.5% | $4,082-88.8% | $3,350-86.4% |
| Admin fee / account holder | $307 | $656-53.1% | $5,479-94.4% | $521-41.0% |