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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $33,367 |
STEVEN D EISENBERG CPA PA2 years Filed as: STEVEN CASE (FSC) Service code 28 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Investment Management | $24,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,162 | $35,485+63.9% | $74,551-22.0% | $55,725+4.4% |
| Participation rate | 25.6% | 62.5%-37.0pp | 69.1%-43.6pp | 70.9%-45.3pp |
| Annual return | -5.19% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $255 | $777-67.2% | $1,961-87.0% | $2,078-87.7% |
| Participant deferral / active EE | $770 | $2,181-64.7% | $3,108-75.2% | $3,356-77.1% |
| Admin fee / account holder | $450 | $114+293.7% | $5,059-91.1% | $115+290.8% |