Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $28,778 |
ALLOTTA FARLEY CO LPA9+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $26,213 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $18,000 |
DGPERRY, PLLC2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $15,226 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $15,000 |
EBERTS & HARRISON9+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $7,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,558 | $82,980+42.9% | $103,378+14.7% | $77,692+52.6% |
| Participation rate | 92.5% | 71.5%+21.0pp | 74.5%+18.0pp | 70.6%+22.0pp |
| Annual return | 16.25% | 19.11%-2.9pp | 24.91%-8.7pp | 31.25%-15.0pp |
| Employer contribution / active EE | $4,121 | $3,554+16.0% | $3,870+6.5% | $2,726+51.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $333 | $639-47.9% | $8,401-96.0% | $431-22.7% |