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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $76,143 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,340 |
THE LAW OFFICES OF JAMES S. RAY3+ years Service code 29 · EIN 13-4315411 | Legal | $15,311 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $12,739 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,288 | $41,256+169.7% | $86,582+28.5% | $77,958+42.8% |
| Participation rate | 40.7% | 63.0%-22.3pp | 73.5%-32.9pp | 71.6%-31.0pp |
| Annual return | 15.90% | 17.67%-1.8pp | 965.08%-949.2pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,451 | $1,613-10.0% | $2,839-48.9% | $2,310-37.2% |
| Participant deferral / active EE | $2,942 | $2,332+26.1% | $3,609-18.5% | $3,537-16.8% |
| Admin fee / account holder | $334 | $71+372.0% | $4,904-93.2% | $97+243.0% |