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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $33,393 |
S.C. PIPE TRADES ADMIN. CORP.5+ years Service code 14 · EIN 95-4557526 | Plan Administrator | $24,083 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $23,018 |
INVESCO5+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 · EIN 84-0591534 | Investment Mgmt Fees | $8,275 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $7,760 |
GILBERT & SACKMAN5+ years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $6,175 |
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 | $70,586 | $69,383+1.7% | $101,264-30.3% | $73,493-4.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.29% | 18.46%-8.2pp | 46.48%-36.2pp | 28.51%-18.2pp |
| Employer contribution / active EE | $7,689 | $2,628+192.6% | $3,660+110.1% | $2,270+238.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $370 | $704-47.5% | $5,947-93.8% | $513-27.9% |