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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INV ADVISORS LLC Service code 27 350 LINCOLN ST SUITE 1100 · HINGHAM, MA 02043 | Advisory (Plan) | $28,988 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV. Service code 15 · EIN 01-0233346 | Recordkeeping | $25,123 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $9,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,263 | $88,360-45.4% | $145,433-66.8% | $67,986-29.0% |
| Participation rate | 62.7% | 65.5%-2.7pp | 82.1%-19.4pp | 57.2%+5.5pp |
| Annual return | 15.01% | 63.15%-48.1pp | 66.58%-51.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $729 | $3,054-76.1% | $4,554-84.0% | $2,019-63.9% |
| Participant deferral / active EE | $2,622 | $5,932-55.8% | $7,897-66.8% | $3,358-21.9% |
| Admin fee / account holder | $348 | $3,313-89.5% | $13,129-97.4% | $3,203-89.1% |