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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 01-0233346 | Custodial (other than securities); Di... | $156,565 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $79,256 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,487 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC Service code 28 · EIN 45-3328488 | Investment Management | $43,127 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $37,142 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Service code 10 · EIN 43-1244218 | Accounting | $24,790 |
ULLICO3+ years Service code 50 · EIN 13-1423090 | Direct Payment | $22,376 |
MD SASS3+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $19,369 |
RUBINBROWN LLP3+ years Service code 10 · EIN 43-0765316 | Accounting | $16,265 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SONSOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $15,871 |
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 | $115,950 | $56,443+105.4% | $83,831+38.3% | $55,727+108.1% |
| Participation rate | 90.6% | 72.0%+18.5pp | 76.1%+14.4pp | 70.9%+19.7pp |
| Annual return | 9.99% | 393.67%-383.7pp | 850.99%-841.0pp | 244.94%-235.0pp |
| Employer contribution / active EE | $11,075 | $2,682+313.0% | $3,631+205.0% | $2,078+432.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $327 | $156+109.5% | $5,479-94.0% | $115+184.2% |