Filed April 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $176,421 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $130,765 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,885,499 | $225,489+2066.6% | $81,726+5877.9% | $93,223+5140.6% |
| Participation rate | 0.0% | 80.7%-80.7pp | 72.0%-72.0pp | 74.9%-74.9pp |
| Annual return | 21.78% | 14.44%+7.3pp | 29.49%-7.7pp | 19.29%+2.5pp |
| Employer contribution / active EE | $974 | $3,151-69.1% | $4,311-77.4% | $2,680-63.6% |
| Participant deferral / active EE | $2,585 | $4,408-41.4% | $7,108-63.6% | $4,563-43.3% |
| Admin fee / account holder | $4,461 | $185+2314.3% | $5,160-13.5% | $79+5534.5% |