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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $118,249 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $36,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,546 | $45,000-3.2% | $143,788-69.7% | $77,906-44.1% |
| Participation rate | 95.1% | 66.8%+28.2pp | 80.3%+14.8pp | 73.7%+21.4pp |
| Annual return | -4.69% | 29.03%-33.7pp | -0.03%-4.7pp | 12.16%-16.8pp |
| Employer contribution / active EE | $4,678 | $1,870+150.2% | $4,952-5.5% | $2,846+64.3% |
| Participant deferral / active EE | $10,382 | $3,157+228.9% | $5,638+84.1% | $4,805+116.1% |
| Admin fee / account holder | $102 | $98+3.9% | $14,675-99.3% | $133-22.8% |