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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,833 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $3,390 |
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.)
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 | $73,809 | $72,137+2.3% | $142,460-48.2% | $71,495+3.2% |
| Participation rate | 61.1% | 71.7%-10.6pp | 76.8%-15.6pp | 67.9%-6.8pp |
| Annual return | 14.26% | 21.15%-6.9pp | 19.99%-5.7pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,042 | $3,793-72.5% | $4,847-78.5% | $2,589-59.8% |
| Participant deferral / active EE | $4,041 | $5,280-23.5% | $6,283-35.7% | $4,291-5.8% |
| Admin fee / account holder | $320 | $1,433-77.7% | $10,011-96.8% | $1,588-79.8% |