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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $42,996 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP, INC. Service code 27 · EIN 51-0492818 | Advisory (Plan) | $8,643 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,020 | $121,341+24.5% | $189,513-20.3% | $79,386+90.2% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 12.91% | 21.08%-8.2pp | 555.15%-542.2pp | 116.85%-103.9pp |
| Employer contribution / active EE | $6,369 | $3,915+62.7% | $6,162+3.4% | $2,427+162.4% |
| Participant deferral / active EE | $4,310 | $6,395-32.6% | $8,221-47.6% | $4,046+6.5% |
| Admin fee / account holder | $167 | $651-74.4% | $12,045-98.6% | $626-73.4% |