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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.)
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 | $43,496+36.8% | $161,489-63.2% | $64,340-7.5% |
| Participation rate | 55.4% | 53.5%+1.9pp | 78.7%-23.3pp | 55.2%+0.2pp |
| Annual return | 11.48% | 20.76%-9.3pp | 89.72%-78.2pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,389 | $1,431-2.9% | $4,268-67.5% | $1,862-25.4% |
| Participant deferral / active EE | $2,247 | $1,996+12.6% | $5,630-60.1% | $2,980-24.6% |
| Admin fee / account holder | $437 | $2,330-81.3% | $16,006-97.3% | $3,703-88.2% |