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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,958 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $761,940 | $106,110+618.1% | $147,005+418.3% | $77,671+881.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 25.90% | 56.77%-30.9pp | 418.76%-392.9pp | 31.21%-5.3pp |
| Employer contribution / active EE | $4,355 | $4,065+7.1% | $4,934-11.7% | $2,726+59.7% |
| Participant deferral / active EE | $11,209 | $7,992+40.3% | $8,070+38.9% | $4,648+141.2% |
| Admin fee / account holder | $1,058 | $338+213.3% | $13,006-91.9% | $430+145.8% |