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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 | $59,467+349.5% | $93,727+185.2% | $74,478+258.9% |
| Participation rate | 83.3% | 59.6%+23.7pp | 68.7%+14.6pp | 67.2%+16.1pp |
| Annual return | 13.74% | 82.14%-68.4pp | 133.83%-120.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $6,674 | $1,267+426.9% | $2,421+175.6% | $2,626+154.1% |
| Participant deferral / active EE | $9,942 | $3,052+225.8% | $4,417+125.1% | $4,350+128.5% |
| Admin fee / account holder | $551 | $3,028-81.8% | $8,292-93.4% | $1,946-71.7% |