See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 18 · EIN 01-0233346 | Custodial (securities); Direct paymen... | $157,551 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 50 · EIN 43-1244218 | Direct Payment | $61,286 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $53,000 |
Service code 29 · EIN 43-1174269 | Legal | $48,006 |
WILSON-MCSHANE CORPORATION3 years Service code 50 · EIN 41-0956522 | Direct Payment | $44,577 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 101 NORTH WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Insurance services | $28,090 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $22,600 |
IRON MOUNTAIN1 year Service code 49 6301 WINCHESTER AVENUE, STE 817 · KANSAS CITY, MO 64133 | Other Services | $20,028 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $11,843 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,389 | $103,641+161.9% | $107,525+152.4% | $102,872+163.8% |
| Participation rate | 21.0% | 79.4%-58.4pp | 75.1%-54.1pp | 73.0%-52.1pp |
| Annual return | 11.46% | 13.08%-1.6pp | 181.32%-169.9pp | 19.06%-7.6pp |
| Employer contribution / active EE | $6,060 | $5,096+18.9% | $3,754+61.5% | $3,526+71.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $488 | $276+76.8% | $8,919-94.5% | $292+67.1% |