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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,758 | $86,882-2.4% | $150,734-43.8% | $69,255+22.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 7.29% | 10.69%-3.4pp | 600.81%-593.5pp | 26.73%-19.4pp |
| Employer contribution / active EE | $4,932 | $5,194-5.0% | $4,918+0.3% | $2,645+86.5% |
| Participant deferral / active EE | $389 | $2,993-87.0% | $5,610-93.1% | $2,890-86.5% |
| Admin fee / account holder | $330 | $630-47.6% | $14,905-97.8% | $733-54.9% |