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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 | $101,539+26.0% | $147,041-13.0% | $74,400+71.9% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 19.12% | 8740.84%-8721.7pp | 419.21%-400.1pp | 1367.51%-1348.4pp |
| Employer contribution / active EE | $502 | $3,811-86.8% | $4,935-89.8% | $2,624-80.9% |
| Participant deferral / active EE | $7,398 | $7,304+1.3% | $8,071-8.3% | $4,348+70.1% |
| Admin fee / account holder | $413 | $1,749-76.4% | $13,006-96.8% | $1,944-78.7% |