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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.)
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 | $115,663 | $92,224+25.4% | $105,223+9.9% | $79,634+45.2% |
| Participation rate | 95.3% | 69.2%+26.2pp | 75.0%+20.3pp | 62.5%+32.9pp |
| Annual return | 8.48% | 88.65%-80.2pp | 180.65%-172.2pp | 36.46%-28.0pp |
| Employer contribution / active EE | $4,348 | $3,965+9.7% | $3,689+17.9% | $2,529+71.9% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $346 | $1,121-69.1% | $8,859-96.1% | $1,002-65.4% |