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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 PO BOX 24926 · NEW YORK, NY 100874926 | Contract Administrator | $6,382 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,846 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,427 |
EDWARD JONES2 years Filed as: EDWARD D JONES & CO., L.P. Service code 26 1299 OCEAN AVENUE · CAMERON, MO 64429 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,496 | $45,343+31.2% | $150,298-60.4% | $67,986-12.5% |
| Participation rate | 55.4% | 51.9%+3.5pp | 77.8%-22.4pp | 57.2%-1.8pp |
| Annual return | 11.48% | 33.28%-21.8pp | 62.79%-51.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,389 | $1,462-5.0% | $4,154-66.6% | $2,019-31.2% |
| Participant deferral / active EE | $2,247 | $2,055+9.4% | $5,453-58.8% | $3,358-33.1% |
| Admin fee / account holder | $437 | $2,250-80.6% | $14,116-96.9% | $3,203-86.4% |