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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $51,725 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $27,031 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $19,667 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF WISCONSIN Service code 37 · EIN 26-0233809 | Loan Processing | $3,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,164 | $107,440-25.4% | $105,736-24.2% | $55,725+43.9% |
| Participation rate | 36.0% | 55.5%-19.5pp | 76.3%-40.3pp | 70.9%-34.8pp |
| Annual return | -4.90% | -0.59%-4.3pp | 6.27%-11.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $249 | $1,448-82.8% | $3,268-92.4% | $2,078-88.0% |
| Participant deferral / active EE | $1,447 | $2,171-33.4% | $4,080-64.5% | $3,356-56.9% |
| Admin fee / account holder | $450 | $283+58.7% | $6,913-93.5% | $115+290.5% |