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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 | $106,110-39.5% | $147,005-56.4% | $77,671-17.4% |
| Participation rate | 66.3% | 78.4%-12.1pp | 82.2%-15.9pp | 70.6%-4.3pp |
| Annual return | 17.11% | 56.77%-39.7pp | 418.76%-401.7pp | 31.21%-14.1pp |
| Employer contribution / active EE | $2,553 | $4,065-37.2% | $4,934-48.3% | $2,726-6.4% |
| Participant deferral / active EE | $5,885 | $7,992-26.4% | $8,070-27.1% | $4,648+26.6% |
| Admin fee / account holder | $209 | $338-38.2% | $13,006-98.4% | $430-51.5% |