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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,651 |
MARIETTA WEALTH MANAGEMENT3 years Filed as: MARIETTA WEALTH MANAGMENT Service code 26 | Advisory (Participants) | $1,651 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,427 | $49,451+113.2% | $79,580+32.5% | $66,938+57.5% |
| Participation rate | 67.4% | 61.3%+6.1pp | 69.5%-2.1pp | 69.8%-2.4pp |
| Annual return | -15.78% | 84.25%-100.0pp | 0.15%-15.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,802 | $1,266+279.4% | $2,413+99.0% | $2,545+88.7% |
| Participant deferral / active EE | $4,975 | $3,159+57.5% | $3,985+24.8% | $4,238+17.4% |
| Admin fee / account holder | $556 | $595-6.5% | $6,835-91.9% | $594-6.3% |