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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $59,513 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $26,578 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 70 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Consulting Fees | $18,000 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 700 TOWER DRIVE 300 · TROY, MI 48098 | Plan Administrator | $9,590 |
MOSIER & ASSOCIATES CPAS INC2+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK · CENTERVILLE, OH 45458 | Accounting | $8,710 |
EBERTS & HARRISON2+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $8,658 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 10.45% | 19.71%-9.3pp | 176.29%-165.8pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $2,818 | $2,633+7.0% | $3,680-23.4% | $2,032+38.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |