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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,891 |
GREENWALT CPAS, INC.2 years Service code 10 · EIN 35-1489621 | Accounting | $21,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $657,657 | $101,653+547.0% | $147,080+347.1% | $74,459+783.2% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 15.57% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $18,492 | $3,813+384.9% | $4,933+274.8% | $2,626+604.2% |
| Participant deferral / active EE | $14,497 | $7,304+98.5% | $8,066+79.7% | $4,350+233.3% |
| Admin fee / account holder | $311 | $1,752-82.2% | $12,989-97.6% | $1,945-84.0% |