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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $992,549 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $45,750 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $36,312 |
JAQUELINE CARSON2+ years Service code 30 · EIN 36-6754873 | Employee (plan) | $29,608 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 | Legal | $25,460 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,072 |
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 | $86,351 | $54,392+58.8% | $84,753+1.9% | $63,975+35.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.72% | 611.38%-606.7pp | 22.78%-18.1pp | 48.65%-43.9pp |
| Employer contribution / active EE | $3,796 | $2,943+29.0% | $3,574+6.2% | $2,182+74.0% |
| Participant deferral / active EE | $1,133 | $2,593-56.3% | $3,712-69.5% | $3,356-66.3% |
| Admin fee / account holder | $682 | $136+402.2% | $5,333-87.2% | $70+868.4% |