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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,128 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $15,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,236 | $88,122-58.9% | $141,191-74.3% | $67,579-46.4% |
| Participation rate | 61.1% | 76.5%-15.3pp | 82.5%-21.4pp | 71.3%-10.2pp |
| Annual return | 25.87% | 75.40%-49.5pp | 71.41%-45.5pp | 378.56%-352.7pp |
| Employer contribution / active EE | $1,990 | $3,224-38.3% | $4,736-58.0% | $2,148-7.4% |
| Participant deferral / active EE | $3,904 | $5,958-34.5% | $6,710-41.8% | $3,539+10.3% |
| Admin fee / account holder | $203 | $131+55.1% | $10,264-98.0% | $142+42.6% |