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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 | $50,820+68.7% | $155,567-44.9% | $77,671+10.4% |
| Participation rate | 98.8% | 63.1%+35.7pp | 78.2%+20.6pp | 70.6%+28.2pp |
| Annual return | 16.84% | 34.85%-18.0pp | 64.74%-47.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $7,155 | $1,993+259.1% | $4,674+53.1% | $2,726+162.4% |
| Participant deferral / active EE | $17,053 | $2,823+504.0% | $5,628+203.0% | $4,648+266.9% |
| Admin fee / account holder | $188 | $436-56.9% | $15,916-98.8% | $430-56.3% |