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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,800 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,138 |
CARON & BLETZER, PLLC9 years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $11,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $12 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,040 | $55,470+141.6% | $155,556-13.8% | $74,478+80.0% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 12.50% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,611 | $2,267+15.2% | $4,675-44.1% | $2,626-0.6% |
| Participant deferral / active EE | $7,550 | $2,838+166.0% | $5,631+34.1% | $4,350+73.5% |
| Admin fee / account holder | $429 | $1,744-75.4% | $15,885-97.3% | $1,946-78.0% |