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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $52,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,197 | $55,472+53.6% | $155,567-45.2% | $74,546+14.3% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.7pp | 67.2%+19.7pp |
| Annual return | 14.38% | 268.72%-254.3pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,256 | $2,269-0.6% | $4,674-51.7% | $2,624-14.0% |
| Participant deferral / active EE | $4,984 | $2,838+75.6% | $5,628-11.4% | $4,347+14.6% |
| Admin fee / account holder | $486 | $1,743-72.1% | $15,916-96.9% | $1,944-75.0% |