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| Provider | Service type | Compensation |
|---|---|---|
KIKER WEALTH MANAGEMENT2 years Filed as: KIKER WEALTH MANAGMENT Service code 26 | Advisory (Participants) | $28,027 |
Filed as: JOHN HANCOCK LIFE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,860 | $129,227-56.0% | $184,256-69.1% | $77,762-26.9% |
| Participation rate | 24.6% | 87.4%-62.8pp | 86.8%-62.2pp | 70.6%-46.0pp |
| Annual return | 14.79% | 33.24%-18.4pp | 28.85%-14.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,755 | $7,307-62.3% | $9,133-69.8% | $4,651-40.8% |
| Admin fee / account holder | $569 | $256+122.6% | $13,899-95.9% | $433+31.5% |