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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 64 | Recordkeeping Fees | $48,468 |
Filed as: ALLIANT INSURANCE SERVICES LLC. Service code 99 | Other Fees | $47,782 |
Filed as: ALLIANT RETIREMENT SERVCICES INC. Service code 99 | Other Fees | $40,084 |
MARCUM LLP2 years Service code 10 | Accounting | $9,785 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,137 | $93,010+31.3% | $96,515+26.5% | $74,460+64.0% |
| Participation rate | 86.8% | 71.6%+15.2pp | 74.3%+12.5pp | 70.7%+16.1pp |
| Annual return | 14.56% | 37.50%-22.9pp | 35.73%-21.2pp | 34.38%-19.8pp |
| Employer contribution / active EE | $19,142 | $3,427+458.5% | $3,740+411.9% | $2,638+625.6% |
| Participant deferral / active EE | $2,757 | $3,971-30.6% | $4,880-43.5% | $4,530-39.1% |
| Admin fee / account holder | $430 | $633-32.1% | $6,735-93.6% | $348+23.6% |