Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $992,126 |
Filed as: STRATEGIC CAPITAL INVEST ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $45,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $43,609 |
JAQUELINE CARSON1+ years Service code 30 · EIN 36-6754873 | Employee (plan) | $28,379 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $26,770 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $12,705 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,072 |
Participant 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.)
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 | $75,814 | $55,516+36.6% | $75,7840% | $59,188+28.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.22% | -1.89%+2.1pp | 9.68%-9.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,309 | $2,604+27.1% | $3,323-0.4% | $2,098+57.7% |
| Participant deferral / active EE | $1,014 | $2,599-61.0% | $3,652-72.2% | $3,265-68.9% |
| Admin fee / account holder | $615 | $110+459.1% | $5,300-88.4% | $92+566.9% |