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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 | $106,264-39.6% | $147,117-56.4% | $77,762-17.5% |
| Participation rate | 66.3% | 78.4%-12.1pp | 82.2%-15.9pp | 70.6%-4.3pp |
| Annual return | 17.11% | 56.94%-39.8pp | 420.54%-403.4pp | 31.27%-14.2pp |
| Employer contribution / active EE | $2,553 | $4,074-37.3% | $4,932-48.2% | $2,728-6.4% |
| Participant deferral / active EE | $5,885 | $8,003-26.5% | $8,065-27.0% | $4,651+26.5% |
| Admin fee / account holder | $209 | $334-37.6% | $12,993-98.4% | $433-51.8% |