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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,708 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $2,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,185 | $64,871-5.7% | $129,118-52.6% | $66,938-8.6% |
| Participation rate | 62.2% | 74.0%-11.7pp | 77.2%-15.0pp | 69.8%-7.6pp |
| Annual return | -15.61% | -12.21%-3.4pp | -10.94%-4.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $925 | $3,741-75.3% | $5,051-81.7% | $2,545-63.7% |
| Participant deferral / active EE | $3,590 | $5,090-29.5% | $6,539-45.1% | $4,238-15.3% |
| Admin fee / account holder | $329 | $629-47.8% | $14,305-97.7% | $594-44.6% |