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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWESTERN INVESTMENT ADVISERS Service code 26 · EIN 47-1471217 801 CRESENT DR. · FRANKLIN, TN 37067 | Advisory (Participants) | $27,578 |
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $16,403 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $906 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,406 | $58,320+19.0% | $86,451-19.7% | $66,949+3.7% |
| Participation rate | 71.9% | 78.6%-6.7pp | 80.3%-8.4pp | 69.8%+2.1pp |
| Annual return | -18.16% | -9.71%-8.5pp | 4398.51%-4416.7pp | 1.57%-19.7pp |
| Employer contribution / active EE | $2,131 | $2,615-18.5% | $3,770-43.5% | $2,545-16.3% |
| Participant deferral / active EE | $3,435 | $6,899-50.2% | $6,953-50.6% | $4,239-19.0% |
| Admin fee / account holder | $539 | $546-1.2% | $6,734-92.0% | $594-9.1% |