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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA NETWORK LLC Service code 27 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $48,093 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $38,736 |
Employer 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.)
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 | $127,891 | $101,672+25.8% | $147,117-13.1% | $74,478+71.7% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 19.12% | 8757.83%-8738.7pp | 420.54%-401.4pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $502 | $3,813-86.8% | $4,932-89.8% | $2,626-80.9% |
| Participant deferral / active EE | $7,398 | $7,305+1.3% | $8,065-8.3% | $4,350+70.1% |
| Admin fee / account holder | $413 | $1,753-76.4% | $12,993-96.8% | $1,946-78.8% |