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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,214 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,232 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,894 | $84,940-63.6% | $111,306-72.2% | $79,389-61.1% |
| Participation rate | 99.1% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 11.48% | 17.45%-6.0pp | 54.67%-43.2pp | 116.89%-105.4pp |
| Employer contribution / active EE | $479 | $1,979-75.8% | $2,732-82.5% | $2,428-80.3% |
| Participant deferral / active EE | $2,034 | $3,889-47.7% | $4,488-54.7% | $4,046-49.7% |
| Admin fee / account holder | $308 | $537-42.6% | $7,966-96.1% | $626-50.8% |