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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $46,548 |
SAGEVIEW ADVISORY GROUP, LLC6 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,532 | $82,163-51.9% | $125,381-68.5% | $64,819-39.0% |
| Participation rate | 51.8% | 77.9%-26.0pp | 82.4%-30.5pp | 71.5%-19.6pp |
| Annual return | -17.70% | 3.49%-21.2pp | 572.31%-590.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,521 | $3,616-57.9% | $4,815-68.4% | $2,507-39.3% |
| Participant deferral / active EE | $4,197 | $7,175-41.5% | $7,448-43.7% | $4,311-2.6% |
| Admin fee / account holder | $173 | $163+5.9% | $10,007-98.3% | $188-8.0% |