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| Provider | Service type | Compensation |
|---|---|---|
FUSION CAPITAL MANAGEMENT4 years Service code 26 · EIN 27-4762004 | Advisory (Participants) | $15,432 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,440 | $58,895-43.2% | $178,503-81.3% | $73,497-54.5% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 10.41% | 24.86%-14.4pp | 151.12%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $381 | $2,236-83.0% | $5,011-92.4% | $2,270-83.2% |
| Participant deferral / active EE | $1,450 | $2,567-43.5% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $308 | $400-23.0% | $13,987-97.8% | $513-39.9% |