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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $78,565 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS, INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,750 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $12,700 |
THE LAW OFFICES OF JAMES S. RAY6+ years Service code 29 · EIN 13-4315411 | Legal | $11,741 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE Service code 53 | Insurance Commissions | $3,546 |
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 | $134,194 | $47,634+181.7% | $90,430+48.4% | $90,274+48.7% |
| Participation rate | 43.7% | 67.5%-23.8pp | 72.7%-29.0pp | 73.4%-29.7pp |
| Annual return | 14.03% | 19.61%-5.6pp | 1293.73%-1279.7pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,609 | $1,749-8.0% | $3,262-50.7% | $2,523-36.2% |
| Participant deferral / active EE | $3,369 | $2,824+19.3% | $3,963-15.0% | $4,231-20.4% |
| Admin fee / account holder | $322 | $106+203.9% | $5,613-94.3% | $114+182.5% |