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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 45-3008106 | Recordkeeping | $22,100 |
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MGMT Service code 27 · EIN 01-0522492 | Advisory (Plan) | $17,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,986 | $49,451+67.8% | $79,576+4.3% | $66,930+24.0% |
| Participation rate | 31.1% | 61.3%-30.2pp | 69.5%-38.4pp | 69.8%-38.7pp |
| Annual return | -16.56% | 84.25%-100.8pp | 0.15%-16.7pp | 1.57%-18.1pp |
| Employer contribution / active EE | $307 | $1,266-75.7% | $2,413-87.3% | $2,545-87.9% |
| Participant deferral / active EE | $1,977 | $3,159-37.4% | $3,985-50.4% | $4,238-53.3% |
| Admin fee / account holder | $495 | $595-16.8% | $6,834-92.8% | $593-16.7% |