Filed August 15, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $65,464 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $14,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,988 | $79,523+315.0% | $140,019+135.7% | $56,289+486.2% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+11.9pp | 69.9%+29.5pp |
| Annual return | -4.12% | 2.39%-6.5pp | 651.17%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $11,087 | $3,350+230.9% | $5,605+97.8% | $2,111+425.2% |
| Participant deferral / active EE | $9,840 | $5,129+91.9% | $6,927+42.1% | $3,350+193.7% |
| Admin fee / account holder | $372 | $614-39.4% | $10,705-96.5% | $521-28.5% |