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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 | $106,247+617.1% | $147,096+418.0% | $77,714+880.4% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 25.90% | 56.87%-31.0pp | 419.75%-393.8pp | 31.26%-5.4pp |
| Employer contribution / active EE | $4,355 | $4,069+7.0% | $4,936-11.8% | $2,727+59.7% |
| Participant deferral / active EE | $11,209 | $7,996+40.2% | $8,071+38.9% | $4,649+141.1% |
| Admin fee / account holder | $1,058 | $338+212.8% | $13,005-91.9% | $433+144.2% |