Filed June 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $52,289 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $44,773 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,549 | $55,402+2.1% | $76,089-25.7% | $77,714-27.2% |
| Participation rate | 39.9% | 63.6%-23.7pp | 69.1%-29.2pp | 70.6%-30.7pp |
| Annual return | 13.80% | 17.09%-3.3pp | 360.94%-347.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $735 | $1,789-58.9% | $2,690-72.7% | $2,727-73.1% |
| Participant deferral / active EE | $3,064 | $3,450-11.2% | $4,259-28.1% | $4,649-34.1% |
| Admin fee / account holder | $473 | $410+15.4% | $6,418-92.6% | $433+9.2% |