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| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA7 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD - SUITE 400 · FULTON, MD 20759 | Advisory (Participants) | $40,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $37,198 |
Service code 29 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Legal | $21,717 |
Filed as: JOSEPH P. MELVIN COMPANY LLC Service code 10 · EIN 46-4338146 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,107 | $183,539-60.7% | $155,556-53.6% | $145,897-50.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | -30.11% | 61.31%-91.4pp | 64.84%-94.9pp | 552.29%-582.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $491 | $19,275-97.5% | $15,885-96.9% | $13,390-96.3% |