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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,779 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $19,432 |
Service code 10 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,500 |
CREIGHTON, JOHNSEN & GIROUX3 years Service code 29 1103 DELAWARE AVE · BUFFALO, NY 14209 | Legal | $1,336 |
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 | $121,622 | $130,294-6.7% | $170,057-28.5% | $71,529+70.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 5.84% | 20.36%-14.5pp | 53.42%-47.6pp | 28.97%-23.1pp |
| Employer contribution / active EE | $6,061 | $4,385+38.2% | $6,790-10.7% | $2,590+134.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $728 | $966-24.6% | $12,826-94.3% | $1,588-54.1% |