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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $209,450 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,754 | $50,919+68.4% | $155,556-44.9% | $77,762+10.3% |
| Participation rate | 98.8% | 63.1%+35.7pp | 78.2%+20.6pp | 70.6%+28.2pp |
| Annual return | 16.84% | 34.84%-18.0pp | 64.84%-48.0pp | 31.27%-14.4pp |
| Employer contribution / active EE | $7,155 | $1,991+259.3% | $4,675+53.0% | $2,728+162.3% |
| Participant deferral / active EE | $17,053 | $2,824+503.7% | $5,631+202.8% | $4,651+266.7% |
| Admin fee / account holder | $188 | $437-57.0% | $15,885-98.8% | $433-56.6% |