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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0234446 | Recordkeeping | $312,281 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785435 | Advisory (Plan) | $45,000 |
ELLIOTT DAVIS, LLC5 years Service code 10 · EIN 57-0381582 | Accounting | $23,700 |
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 | $59,797 | $58,320+2.5% | $86,439-30.8% | $66,930-10.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.42% | -9.71%-4.7pp | 4395.55%-4410.0pp | 1.57%-16.0pp |
| Employer contribution / active EE | $648 | $2,615-75.2% | $3,769-82.8% | $2,545-74.6% |
| Participant deferral / active EE | $5,000 | $6,899-27.5% | $6,952-28.1% | $4,238+18.0% |
| Admin fee / account holder | $362 | $546-33.7% | $6,732-94.6% | $593-39.0% |