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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $9,550 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,724 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE INC Service code 26 3500 PARKWAY LANE · NORCROSS, GA 30092 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,014 | $84,493+29.0% | $125,381-13.1% | $66,938+62.9% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.3pp | 69.8%+27.9pp |
| Annual return | -14.96% | -8.49%-6.5pp | 572.31%-587.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $6,044 | $3,554+70.1% | $4,815+25.5% | $2,545+137.5% |
| Participant deferral / active EE | $5,215 | $6,783-23.1% | $7,448-30.0% | $4,238+23.0% |
| Admin fee / account holder | $479 | $685-30.1% | $10,007-95.2% | $594-19.3% |