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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $250,679 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $71,727 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 16 400 ROBERT ST N #1600 · ST.PAUL, MN 55101 | Consulting | $22,500 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 201 N. ILLINOIS STREET, SUITE 700 · INDIANAPOLIS, IN 46244 | Accounting | $12,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,436 | $88,186-30.3% | $165,071-62.8% | $74,459-17.5% |
| Participation rate | 80.7% | 73.1%+7.6pp | 78.6%+2.1pp | 67.2%+13.5pp |
| Annual return | 12.11% | 17.13%-5.0pp | 70.17%-58.1pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $2,552 | $2,600-1.9% | $4,347-41.3% | $2,626-2.8% |
| Participant deferral / active EE | $3,677 | $4,505-18.4% | $6,035-39.1% | $4,350-15.5% |
| Admin fee / account holder | $425 | $2,234-81.0% | $12,695-96.7% | $1,945-78.2% |