Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 37 · EIN 01-0233346 | Loan Processing | $137,167 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORS Service code 27 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $45,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,859 | $104,631-60.9% | $98,461-58.5% | $80,157-49.0% |
| Participation rate | 89.6% | 87.5%+2.1pp | 75.2%+14.4pp | 72.9%+16.7pp |
| Annual return | 17.47% | 34.72%-17.3pp | 21.17%-3.7pp | 40.39%-22.9pp |
| Employer contribution / active EE | $2,146 | $4,517-52.5% | $3,049-29.6% | $2,977-27.9% |
| Participant deferral / active EE | $3,687 | $6,545-43.7% | $4,738-22.2% | $5,015-26.5% |
| Admin fee / account holder | $151 | $105+44.1% | $8,961-98.3% | $145+4.2% |