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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 | $41,230 |
ALLOTTA FARLEY CO LPA3+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $19,597 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 70 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Consulting Fees | $18,000 |
MOSIER & ASSOCIATES CPAS INC3+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK · CENTERVILLE, OH 45458 | Accounting | $9,994 |
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 700 TROY TOWER DRIVE 300 · TROY, MI 48098 | Plan Administrator | $9,600 |
EBERTS & HARRISON3+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $7,846 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,830-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 8.96% | 393.67%-384.7pp | 850.97%-842.0pp | 244.93%-236.0pp |
| Employer contribution / active EE | $2,964 | $2,682+10.5% | $3,631-18.4% | $2,078+42.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |