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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARIETTA WEALTH MANAGMENT Service code 26 | Advisory (Participants) | $24,141 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,414 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,824 | $54,573+79.3% | $90,970+7.5% | $73,493+33.1% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.0%-9.6pp | 70.7%-11.3pp |
| Annual return | 11.84% | 16.69%-4.8pp | 134.58%-122.7pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,857 | $991+87.3% | $2,122-12.5% | $2,270-18.2% |
| Participant deferral / active EE | $3,156 | $2,517+25.4% | $3,373-6.4% | $3,740-15.6% |
| Admin fee / account holder | $459 | $521-12.0% | $5,960-92.3% | $513-10.5% |