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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK & DANA PC1 year Filed as: HANCOCK DANA Service code 10 · EIN 47-0710889 | Accounting | $31,472 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 24 · EIN 36-3681493 | Discretionary Trustee | $17,500 |
CLINE WILLIAMS WRIGHT1 year Service code 29 · EIN 47-0382823 | Legal | $6,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,723 | $167,484-71.5% | $151,611-68.5% | $134,475-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 101.39% | 7.80%+93.6pp | 3.33%+98.1pp | 417.96%-316.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $542 | $13,783-96.1% | $11,616-95.3% | $11,426-95.3% |