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| Provider | Service type | Compensation |
|---|---|---|
ALLOTTA FARLEY CO LPA8+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $32,699 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WEST WOOD, MA 02090 | Recordkeeping | $30,691 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $25,045 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Advisory (Plan) | $18,000 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $15,000 |
EBERTS & HARRISON8+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $7,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,148 | $93,010+9.8% | $96,520+5.8% | $74,440+37.2% |
| Participation rate | 48.6% | 71.6%-22.9pp | 74.3%-25.7pp | 70.7%-22.1pp |
| Annual return | -1.35% | 37.50%-38.8pp | 35.72%-37.1pp | 34.37%-35.7pp |
| Employer contribution / active EE | $2,538 | $3,427-25.9% | $3,739-32.1% | $2,638-3.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $385 | $633-39.1% | $6,733-94.3% | $348+10.8% |