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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL ADVISORY GROUP, LLC Service code 26 · EIN 27-4633600 | Advisory (Participants) | $21,628 |
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Consulting fees; Claims processing; P... | $4,125 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,686 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,349 | $95,404-34.6% | $113,397-45.0% | $82,637-24.6% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.5%+5.2pp | 68.1%+13.7pp |
| Annual return | 15.30% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $228 | $2,307-90.1% | $2,977-92.3% | $2,552-91.1% |
| Participant deferral / active EE | $1,942 | $4,220-54.0% | $5,076-61.7% | $4,126-52.9% |
| Admin fee / account holder | $504 | $9,168-94.5% | $11,957-95.8% | $7,339-93.1% |