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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $109,994 |
Filed as: ONE DIGITAL Service code 27 7755 IRVINE CENTER DRIVE, SUITE 500 · IRVINE, CA 92618 | Advisory (Plan) | $30,000 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 49 · EIN 33-0499726 | Other Services | $28,044 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,463 | $88,203+69.5% | $165,100-9.5% | $74,478+100.7% |
| Participation rate | 99.6% | 73.1%+26.5pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | 11.58% | 17.13%-5.5pp | 70.21%-58.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $3,343 | $2,601+28.6% | $4,348-23.1% | $2,626+27.3% |
| Participant deferral / active EE | $9,475 | $4,505+110.3% | $6,035+57.0% | $4,350+117.8% |
| Admin fee / account holder | $433 | $2,235-80.6% | $12,696-96.6% | $1,946-77.8% |