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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $256 |
Service code 26 300 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Advisory (Participants) | $0 |
Filed as: THE 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 | $91,538 | $66,302+38.1% | $110,241-17.0% | $56,287+62.6% |
| Participation rate | 74.9% | 74.9%-0.1pp | 79.8%-5.0pp | 69.9%+5.0pp |
| Annual return | -7.57% | -1.18%-6.4pp | 314.75%-322.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,411 | $2,047-31.1% | $3,827-63.1% | $2,111-33.2% |
| Participant deferral / active EE | $4,270 | $3,381+26.3% | $4,672-8.6% | $3,350+27.5% |
| Admin fee / account holder | $404 | $698-42.1% | $8,548-95.3% | $521-22.4% |