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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS5 years Service code 14 · EIN 71-0847266 | Plan Administrator | $30,000 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 26 · EIN 39-2018056 | Advisory (Participants) | $28,993 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $11,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,120 |
CAVANAGH & O'HARA9 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $6,860 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,998 | $83,369+39.1% | $105,223+10.2% | $67,986+70.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 12.63% | 24.64%-12.0pp | 180.65%-168.0pp | 31.67%-19.0pp |
| Employer contribution / active EE | $5,856 | $2,541+130.5% | $3,689+58.8% | $2,019+190.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $772 | $4,073-81.0% | $8,859-91.3% | $3,203-75.9% |