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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,255 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,318 | $59,220+42.4% | $96,572-12.7% | $79,389+6.2% |
| Participation rate | 77.8% | 61.9%+15.9pp | 69.8%+8.0pp | 70.7%+7.1pp |
| Annual return | 16.22% | 27.08%-10.9pp | 37.79%-21.6pp | 116.89%-100.7pp |
| Employer contribution / active EE | $1,170 | $1,216-3.8% | $2,357-50.4% | $2,428-51.8% |
| Participant deferral / active EE | $1,688 | $2,948-42.7% | $3,850-56.1% | $4,046-58.3% |
| Admin fee / account holder | $496 | $659-24.7% | $6,183-92.0% | $626-20.8% |