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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,087 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $36,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,858 | $52,293+24.0% | $178,499-63.7% | $73,412-11.7% |
| Participation rate | 79.4% | 65.3%+14.0pp | 81.9%-2.5pp | 72.2%+7.2pp |
| Annual return | 23.59% | 34.75%-11.2pp | 151.10%-127.5pp | 59.30%-35.7pp |
| Employer contribution / active EE | $2,216 | $1,735+27.7% | $5,011-55.8% | $2,234-0.8% |
| Participant deferral / active EE | $4,857 | $2,332+108.3% | $5,202-6.6% | $3,806+27.6% |
| Admin fee / account holder | $180 | $127+41.4% | $13,986-98.7% | $158+14.0% |