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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Plan Administrator | $6,700 |
Filed as: JOHN HANCOCK LIFE INS. COMP. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,152 |
Filed as: WILLSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,230 |
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $79,089-51.4% | $100,392-61.7% | $74,459-48.3% |
| Participation rate | 84.9% | 79.4%+5.5pp | 81.5%+3.4pp | 67.2%+17.7pp |
| Annual return | 14.56% | 20.61%-6.1pp | 49.45%-34.9pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,203 | $3,015-60.1% | $3,941-69.5% | $2,626-54.2% |
| Participant deferral / active EE | $3,399 | $7,747-56.1% | $8,090-58.0% | $4,350-21.9% |
| Admin fee / account holder | $351 | $1,336-73.7% | $7,904-95.6% | $1,945-81.9% |