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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0234446 | Recordkeeping | $294,140 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785435 | Advisory (Plan) | $45,000 |
ELLIOTT DAVIS, LLC7 years Service code 10 · EIN 57-0381582 | Accounting | $26,900 |
Employer 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,763 | $79,045-4.2% | $100,378-24.5% | $74,429+1.8% |
| Participation rate | 95.4% | 79.4%+15.9pp | 81.5%+13.9pp | 67.2%+28.1pp |
| Annual return | 15.38% | 20.61%-5.2pp | 49.41%-34.0pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $631 | $3,015-79.1% | $3,942-84.0% | $2,625-76.0% |
| Participant deferral / active EE | $5,015 | $7,751-35.3% | $8,087-38.0% | $4,348+15.3% |
| Admin fee / account holder | $397 | $1,335-70.3% | $7,899-95.0% | $1,944-79.6% |