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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $25,304 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,000 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,604 | $88,360+183.6% | $145,433+72.3% | $67,986+268.6% |
| Participation rate | 96.4% | 65.5%+30.9pp | 82.1%+14.2pp | 57.2%+39.2pp |
| Annual return | 15.68% | 63.15%-47.5pp | 66.58%-50.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $7,439 | $3,054+143.6% | $4,554+63.3% | $2,019+268.5% |
| Participant deferral / active EE | $7,420 | $5,932+25.1% | $7,897-6.0% | $3,358+121.0% |
| Admin fee / account holder | $365 | $3,313-89.0% | $13,129-97.2% | $3,203-88.6% |