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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $85,676 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,577 |
Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $14,413 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,000 | $101,672-24.3% | $147,117-47.7% | $74,478+3.4% |
| Participation rate | 67.7% | 75.5%-7.9pp | 82.2%-14.5pp | 67.2%+0.4pp |
| Annual return | -21.43% | 8757.83%-8779.3pp | 420.54%-442.0pp | 1370.56%-1392.0pp |
| Employer contribution / active EE | $3,108 | $3,813-18.5% | $4,932-37.0% | $2,626+18.4% |
| Participant deferral / active EE | $6,304 | $7,305-13.7% | $8,065-21.8% | $4,350+44.9% |
| Admin fee / account holder | $476 | $1,753-72.9% | $12,993-96.3% | $1,946-75.5% |