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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 | $47,386 |
ALLOTTA FARLEY CO LPA5+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $28,572 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC Service code 70 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Consulting Fees | $18,000 |
Service code 14 · EIN 52-1590516 302 KNIGHTS RUN AVE · TAMPA, FL 33602 | Plan Administrator | $17,458 |
BODINE PERRY2 years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $10,688 |
EBERTS & HARRISON5+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $7,587 |
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.
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 | $75,665 | $91,517-17.3% | $101,271-25.3% | $73,412+3.1% |
| Participation rate | 76.3% | 73.8%+2.5pp | 75.8%+0.4pp | 72.2%+4.1pp |
| Annual return | 7.23% | 17.17%-9.9pp | 46.48%-39.3pp | 59.30%-52.1pp |
| Employer contribution / active EE | $2,750 | $2,877-4.4% | $3,660-24.9% | $2,234+23.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $320 | $216+48.3% | $5,948-94.6% | $158+102.7% |