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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $54,581 |
SAGEVIEW ADVISORY GROUP, LLC7 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 | $52,365 | $95,369-45.1% | $135,942-61.5% | $74,440-29.7% |
| Participation rate | 63.4% | 78.2%-14.8pp | 81.9%-18.5pp | 70.7%-7.3pp |
| Annual return | 23.09% | 32.72%-9.6pp | 68.28%-45.2pp | 34.37%-11.3pp |
| Employer contribution / active EE | $2,261 | $3,878-41.7% | $4,858-53.4% | $2,638-14.3% |
| Participant deferral / active EE | $5,657 | $7,788-27.4% | $7,759-27.1% | $4,529+24.9% |
| Admin fee / account holder | $186 | $266-30.0% | $10,764-98.3% | $348-46.4% |