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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $156,211 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $34,145 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $15,000 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $1,910 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,501 | $98,750+50.4% | $149,696-0.8% | $79,858+86.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 11.58% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,796 | $3,216-13.1% | $4,644-39.8% | $2,471+13.2% |
| Participant deferral / active EE | $7,913 | $5,680+39.3% | $6,842+15.7% | $3,740+111.6% |
| Admin fee / account holder | $613 | $6,053-89.9% | $9,309-93.4% | $5,306-88.4% |