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 | $1,002,774 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $142,495 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $19,425 |
SMITH LEONARD PLLC1 year Filed as: SMITH LEONARD, PLLC Service code 10 · EIN 20-5907591 | Accounting | $8,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,560 | $111,651-17.1% | $86,645+6.8% | $101,555-8.9% |
| Participation rate | 60.2% | 83.2%-23.0pp | 71.7%-11.5pp | 74.5%-14.4pp |
| Annual return | 13.37% | 19.55%-6.2pp | 63.52%-50.2pp | 21.00%-7.6pp |
| Employer contribution / active EE | $1,032 | $3,410-69.7% | $2,496-58.6% | $2,972-65.3% |
| Participant deferral / active EE | $2,979 | $4,831-38.3% | $3,700-19.5% | $4,874-38.9% |
| Admin fee / account holder | $280 | $79+253.8% | $5,830-95.2% | $139+100.8% |