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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $65,310 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 51 ADVISORS, INC. · LOMBARD, IL 60148 | Investment Mgmt Fees | $21,561 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $18,780 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 | Accounting | $15,535 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL LLC Service code 29 311 S. WACKER DR, STE 1050 · CHICAGO, IL 60606 | Legal | $15,367 |
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 | $84,758 | $92,224-8.1% | $105,223-19.4% | $79,634+6.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.29% | 88.65%-81.4pp | 180.65%-173.4pp | 36.46%-29.2pp |
| Employer contribution / active EE | $4,932 | $3,965+24.4% | $3,689+33.7% | $2,529+95.0% |
| Participant deferral / active EE | $389 | $3,834-89.9% | $5,072-92.3% | $3,835-89.9% |
| Admin fee / account holder | $330 | $1,121-70.5% | $8,859-96.3% | $1,002-67.0% |