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| Provider | Service type | Compensation |
|---|---|---|
WITTE BROTHERS EXCHANGE, INC.10+ years Service code 10 · EIN 43-0715605 575 WITTE INDUSTRIAL COURT · TROY, MO 63379 | Accounting | $13,280 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFALLO, NY 142010600 | Recordkeeping | $414 |
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 | $50,768 | $69,255-26.7% | $105,582-51.9% | $69,255-26.7% |
| Participation rate | 74.7% | 69.0%+5.7pp | 71.8%+3.0pp | 69.0%+5.7pp |
| Annual return | 14.59% | 26.73%-12.1pp | 18.61%-4.0pp | 26.73%-12.1pp |
| Employer contribution / active EE | $433 | $2,645-83.6% | $2,984-85.5% | $2,645-83.6% |
| Participant deferral / active EE | $2,519 | $2,890-12.9% | $4,353-42.1% | $2,890-12.9% |
| Admin fee / account holder | $319 | $733-56.5% | $12,856-97.5% | $733-56.5% |