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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 1959 N PEACE HAVEN RD. · WINSTON-SALEM, NC 27106 | Advisory (Participants) | $5,123 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,322 |
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 | $101,048 | $62,164+62.6% | $81,482+24.0% | $74,400+35.8% |
| Participation rate | 79.0% | 64.1%+15.0pp | 69.5%+9.5pp | 67.2%+11.8pp |
| Annual return | 10.86% | 16.50%-5.6pp | 24.79%-13.9pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $2,376 | $1,884+26.1% | $2,463-3.5% | $2,624-9.5% |
| Participant deferral / active EE | $5,782 | $3,230+79.0% | $3,885+48.8% | $4,348+33.0% |
| Admin fee / account holder | $643 | $1,923-66.5% | $5,761-88.8% | $1,944-66.9% |