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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $65,000 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,750 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $12,700 |
THE LAW OFFICES OF JAMES S. RAY5+ years Service code 29 · EIN 13-4315411 | Legal | $8,796 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE Service code 53 | Insurance Commissions | $3,572 |
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 | $120,553 | $44,794+169.1% | $90,300+33.5% | $77,775+55.0% |
| Participation rate | 42.0% | 66.6%-24.5pp | 73.3%-31.2pp | 73.2%-31.2pp |
| Annual return | 20.25% | 28.23%-8.0pp | 78.11%-57.9pp | 32.58%-12.3pp |
| Employer contribution / active EE | $1,465 | $1,809-19.0% | $2,854-48.7% | $2,504-41.5% |
| Participant deferral / active EE | $3,038 | $2,642+15.0% | $3,884-21.8% | $3,966-23.4% |
| Admin fee / account holder | $304 | $94+221.4% | $5,353-94.3% | $100+203.3% |