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| Provider | Service type | Compensation |
|---|---|---|
BMT WEALTH1 year Service code 27 2 ACADIANA COURT · BEAUMONT, TX 77706 | Advisory (Plan) | $66,108 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,790 |
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.
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 | $276,867 | $49,451+459.9% | $79,580+247.9% | $66,938+313.6% |
| Participation rate | 81.7% | 61.3%+20.4pp | 69.5%+12.3pp | 69.8%+11.9pp |
| Annual return | -25.19% | 84.25%-109.4pp | 0.15%-25.3pp | 1.58%-26.8pp |
| Employer contribution / active EE | $6,275 | $1,266+395.8% | $2,413+160.0% | $2,545+146.5% |
| Participant deferral / active EE | $9,588 | $3,159+203.6% | $3,985+140.6% | $4,238+126.2% |
| Admin fee / account holder | $656 | $595+10.3% | $6,835-90.4% | $594+10.5% |