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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $89,182 |
MMA SECURITIES LLC6+ years Filed as: MARSH & MCLENNAN AGENCY Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
STOWE & DEGON, LLC6+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $15,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $145,608 | $78,423+85.7% | $95,964+51.7% | $79,856+82.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.10% | 19.37%-9.3pp | 91.64%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,283 | $1,945+17.3% | $2,541-10.2% | $2,471-7.6% |
| Participant deferral / active EE | $18,111 | $3,440+426.5% | $4,167+334.7% | $3,741+384.2% |
| Admin fee / account holder | $450 | $5,622-92.0% | $6,797-93.4% | $5,306-91.5% |