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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $58,911 |
Filed as: SITZBERGER, HAU & COMPANY SC Service code 10 · EIN 39-1777761 | Accounting | $6,000 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,568 | $55,453+23.7% | $170,435-59.8% | $62,293+10.1% |
| Participation rate | 57.1% | 66.4%-9.2pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 14.85% | 21.38%-6.5pp | 205.94%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,310 | $2,164-39.5% | $5,432-75.9% | $2,042-35.9% |
| Participant deferral / active EE | $2,481 | $2,303+7.7% | $4,939-49.8% | $3,169-21.7% |
| Admin fee / account holder | $420 | $455-7.8% | $13,881-97.0% | $479-12.5% |