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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 13 · EIN 01-0233346 | Contract Administrator | $152,861 |
IBEW-NECA SERVICE CENTER2 years Filed as: IBEW NECA CONDUIT Service code 14 2120 HUBBARD AVE. · DECATUR, IL 625262871 | Plan Administrator | $74,034 |
CAVANAGH & O'HARA3 years Service code 29 · EIN 37-1259635 | Legal | $11,531 |
KERBER, ECK & BRAECKEL LLP3 years Service code 10 · EIN 43-0352985 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,863 | $241,850-71.9% | $102,412-33.7% | $199,960-66.1% |
| Participation rate | 26.5% | 78.3%-51.9pp | 74.5%-48.1pp | 72.0%-45.5pp |
| Annual return | 10.62% | 17.67%-7.1pp | 24.94%-14.3pp | 34.28%-23.7pp |
| Employer contribution / active EE | $595 | $4,253-86.0% | $3,870-84.6% | $3,036-80.4% |
| Participant deferral / active EE | $700 | $3,961-82.3% | $5,060-86.2% | $5,087-86.2% |
| Admin fee / account holder | $468 | $288+62.6% | $8,388-94.4% | $269+73.9% |