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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $4,700 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,850 |
TRIAD ADVISORS INC3 years 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 | $162,257 | $101,591+59.7% | $147,096+10.3% | $74,429+118.0% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 15.52% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $6,691 | $3,813+75.5% | $4,936+35.6% | $2,625+154.9% |
| Participant deferral / active EE | $5,005 | $7,302-31.5% | $8,071-38.0% | $4,348+15.1% |
| Admin fee / account holder | $594 | $1,750-66.1% | $13,005-95.4% | $1,944-69.4% |