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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $77,306 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 10 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Accounting | $8,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,904 | $58,655-4.7% | $91,994-39.2% | $65,186-14.2% |
| Participation rate | 89.5% | 75.3%+14.2pp | 78.6%+10.9pp | 70.2%+19.3pp |
| Annual return | 20.43% | 33.92%-13.5pp | 69.04%-48.6pp | 29.39%-9.0pp |
| Employer contribution / active EE | $1,784 | $2,080-14.2% | $3,453-48.3% | $2,177-18.0% |
| Participant deferral / active EE | $3,620 | $5,474-33.9% | $5,924-38.9% | $3,514+3.0% |
| Admin fee / account holder | $354 | $434-18.6% | $7,744-95.4% | $847-58.3% |