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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC1 year Filed as: RMR WEALTH BUILDERS Service code 26 · EIN 11-2812983 | Advisory (Participants) | $13,443 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,770 |
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.)
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 | $79,351 | $62,686+26.6% | $178,540-55.6% | $77,736+2.1% |
| Participation rate | 43.2% | 66.9%-23.7pp | 77.1%-33.9pp | 70.6%-27.4pp |
| Annual return | 12.18% | 16.16%-4.0pp | 27.15%-15.0pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,687 | $1,914-11.8% | $3,953-57.3% | $2,728-38.1% |
| Participant deferral / active EE | $3,001 | $4,224-28.9% | $6,281-52.2% | $4,651-35.5% |
| Admin fee / account holder | $338 | $386-12.5% | $10,424-96.8% | $433-22.1% |