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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $64,466 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,157 | $106,247-39.6% | $147,096-56.4% | $77,714-17.4% |
| Participation rate | 66.3% | 78.4%-12.1pp | 82.2%-15.9pp | 70.6%-4.3pp |
| Annual return | 17.11% | 56.87%-39.8pp | 419.75%-402.6pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,553 | $4,069-37.3% | $4,936-48.3% | $2,727-6.4% |
| Participant deferral / active EE | $5,885 | $7,996-26.4% | $8,071-27.1% | $4,649+26.6% |
| Admin fee / account holder | $209 | $338-38.3% | $13,005-98.4% | $433-51.9% |