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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $62,641 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST INVESTMENT SRVCS (FORM BBT) Service code 53 · EIN 20-5817590 | Insurance Commissions | $51,564 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 14 · EIN 13-5381590 | Plan Administrator | $17,830 |
CHARLES W. SNADER, P.C.6 years Filed as: CHARLES W. SNADER, PC Service code 10 · EIN 54-1873714 | Accounting | $14,400 |
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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,234 | $106,230-46.1% | $147,080-61.1% | $77,736-26.4% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 12.88% | 56.91%-44.0pp | 420.17%-407.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $3,629 | $4,072-10.9% | $4,933-26.4% | $2,728+33.0% |
| Participant deferral / active EE | $5,592 | $8,001-30.1% | $8,066-30.7% | $4,651+20.2% |
| Admin fee / account holder | $320 | $338-5.5% | $12,989-97.5% | $433-26.2% |