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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY STE B-6 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,754 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $442 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,437 | $78,636-53.7% | $105,607-65.5% | $74,459-51.1% |
| Participation rate | 60.1% | 72.8%-12.6pp | 75.3%-15.1pp | 67.2%-7.1pp |
| Annual return | 10.09% | 15.96%-5.9pp | 116.11%-106.0pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $764 | $2,523-69.7% | $3,167-75.9% | $2,626-70.9% |
| Participant deferral / active EE | $2,006 | $4,322-53.6% | $5,011-60.0% | $4,350-53.9% |
| Admin fee / account holder | $360 | $2,220-83.8% | $10,958-96.7% | $1,945-81.5% |