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| Provider | Service type | Compensation |
|---|---|---|
THE SIEKMANN COMPANY2+ years Service code 13 · EIN 31-0995736 9000 MEMORIAL DR · PLAIN CITY, OH 43064 | Contract Administrator | $17,050 |
BODINE PERRY2+ years Filed as: BODINE PERRY LLC Service code 10 · EIN 41-2028444 7620 OLENTANGY RIVER RD · COLUMBUS, OH 43235 | Accounting | $9,500 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 74-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $3,000 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,549 | $75,183+112.2% | $123,894+28.8% | $55,167+189.2% |
| Participation rate | 88.3% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.3pp |
| Annual return | 8.57% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,505 | $2,823-11.3% | $4,617-45.8% | $1,963+27.6% |
| Participant deferral / active EE | $7,496 | $5,084+47.4% | $5,984+25.3% | $3,054+145.4% |
| Admin fee / account holder | $303 | $663-54.2% | $8,357-96.4% | $504-39.8% |