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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WEST WOOD, MA 02090 | Recordkeeping | $28,404 |
DGPERRY, PLLC3 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $22,465 |
Filed as: TIC MIDWEST Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $22,378 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 875 GREENTREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $19,042 |
ALLOTTA FARLEY CO LPA10+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $18,908 |
EBERTS & HARRISON10+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $12,384 |
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 | $115,663 | $77,788+48.7% | $119,126-2.9% | $64,728+78.7% |
| Participation rate | 95.3% | 69.4%+25.9pp | 75.8%+19.6pp | 57.9%+37.4pp |
| Annual return | 8.48% | 13.19%-4.7pp | 282.11%-273.6pp | 49.38%-40.9pp |
| Employer contribution / active EE | $4,348 | $4,031+7.8% | $4,034+7.8% | $2,243+93.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $346 | $1,365-74.6% | $10,693-96.8% | $1,145-69.8% |