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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 | $88,087+69.7% | $164,866-9.3% | $74,546+100.5% |
| Participation rate | 99.6% | 73.1%+26.5pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | 11.58% | 17.27%-5.7pp | 69.97%-58.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $3,343 | $2,595+28.8% | $4,343-23.0% | $2,624+27.4% |
| Participant deferral / active EE | $9,475 | $4,499+110.6% | $6,033+57.1% | $4,347+117.9% |
| Admin fee / account holder | $433 | $2,232-80.6% | $12,689-96.6% | $1,944-77.7% |