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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 | $33,810 |
ALLOTTA FARLEY CO LPA4+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $25,983 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 70 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Consulting Fees | $18,000 |
BODINE PERRY1 year Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $8,812 |
EBERTS & HARRISON4+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $8,507 |
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 700 TROY TOWER DRIVE 300 · TROY, MI 48098 | Plan Administrator | $7,592 |
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).
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 | $66,601-100.0% | $92,909-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 1.86% | 92.58%-90.7pp | 109.44%-107.6pp | 378.56%-376.7pp |
| Employer contribution / active EE | $2,783 | $2,775+0.3% | $3,653-23.8% | $2,148+29.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |