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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,477 |
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER WEALTH MGT, LLC Service code 26 · EIN 26-0236753 4435 MAIN ST · KANSAS CITY, MO 641111842 | Advisory (Participants) | $36,300 |
Filed as: ECONOMIC GROUP PENSION SERVICE Service code 15 · EIN 13-3180178 | Recordkeeping | $5,500 |
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 | $131,098 | $55,472+136.3% | $155,567-15.7% | $74,546+75.9% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 16.76% | 268.72%-252.0pp | 64.74%-48.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,191 | $2,269-47.5% | $4,674-74.5% | $2,624-54.6% |
| Participant deferral / active EE | $4,689 | $2,838+65.2% | $5,628-16.7% | $4,347+7.8% |
| Admin fee / account holder | $448 | $1,743-74.3% | $15,916-97.2% | $1,944-77.0% |