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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE BROKERAGE SVCS, INC Service code 26 300 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Advisory (Participants) | $0 |
Filed as: PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,239 | $57,108+114.0% | $94,228+29.7% | $52,331+133.6% |
| Participation rate | 70.3% | 72.9%-2.7pp | 78.8%-8.5pp | 68.1%+2.2pp |
| Annual return | -2.12% | 1.47%-3.6pp | 10.68%-12.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,351 | $1,735-22.2% | $3,587-62.3% | $1,882-28.2% |
| Participant deferral / active EE | $4,237 | $3,040+39.4% | $4,320-1.9% | $3,022+40.2% |
| Admin fee / account holder | $598 | $546+9.5% | $6,269-90.5% | $592+1.1% |