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| Provider | Service type | Compensation |
|---|---|---|
BMT WEALTH3 years Service code 27 2 ACADIANA COURT · BEAUMONT, TX 77706 | Advisory (Plan) | $63,951 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,982 |
Filed as: COMPENSATION STRATEGIES GROUP Service code 13 · EIN 76-0188119 | Contract Administrator | $15,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,315 | $59,402+350.0% | $93,654+185.4% | $74,546+258.6% |
| Participation rate | 83.3% | 59.7%+23.7pp | 68.7%+14.6pp | 67.2%+16.1pp |
| Annual return | 13.74% | 81.86%-68.1pp | 133.34%-119.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $6,674 | $1,265+427.7% | $2,421+175.7% | $2,624+154.3% |
| Participant deferral / active EE | $9,942 | $3,049+226.1% | $4,413+125.3% | $4,347+128.7% |
| Admin fee / account holder | $551 | $3,023-81.8% | $8,282-93.3% | $1,944-71.6% |