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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,184 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE RD. · FARMINGTON HILLS, MI 49331 | Loan Processing | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,344 | $89,093+8.1% | $102,434-5.9% | $77,736+23.9% |
| Participation rate | 64.3% | 80.9%-16.6pp | 76.5%-12.2pp | 70.6%-6.2pp |
| Annual return | 19.60% | 25.03%-5.4pp | 29.46%-9.9pp | 31.26%-11.7pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,206 | $5,147-18.3% | $5,055-16.8% | $4,651-9.6% |
| Admin fee / account holder | $641 | $236+171.7% | $9,462-93.2% | $433+47.9% |