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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARNTERS Service code 51 111 BULIFANTS BLVD, STE D · WILLIAMSBURG, VA 23188 | Investment Mgmt Fees | $37,500 |
Filed as: HESS STEWART & CAMPBELL Service code 10 · EIN 55-0657218 | Accounting | $19,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $16,643 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $234,510 | $99,168+136.5% | $96,576+142.8% | $74,440+215.0% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.0%-7.8pp | 70.7%-2.6pp |
| Annual return | 8.69% | 22.40%-13.7pp | 25.87%-17.2pp | 34.37%-25.7pp |
| Employer contribution / active EE | $11,529 | $2,570+348.6% | $2,965+288.8% | $2,638+337.1% |
| Participant deferral / active EE | $2,195 | $4,936-55.5% | $4,851-54.8% | $4,529-51.5% |
| Admin fee / account holder | $460 | $225+104.6% | $8,253-94.4% | $348+32.3% |