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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL ADVISORY GROUP, LLC Service code 26 · EIN 27-4633600 | Advisory (Participants) | $19,247 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Claims processing; Participant loan p... | $2,875 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,601 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $52,975 | $79,223-33.1% | $102,460-48.3% | $74,478-28.9% |
| Participation rate | 76.6% | 74.8%+1.8pp | 76.5%+0.1pp | 67.2%+9.4pp |
| Annual return | 15.75% | 54.98%-39.2pp | 29.47%-13.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $206 | $2,363-91.3% | $3,025-93.2% | $2,626-92.1% |
| Participant deferral / active EE | $1,556 | $4,417-64.8% | $5,056-69.2% | $4,350-64.2% |
| Admin fee / account holder | $434 | $2,003-78.3% | $9,460-95.4% | $1,946-77.7% |