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| Provider | Service type | Compensation |
|---|---|---|
BMT WEALTH2 years Service code 27 2 ACADIANA COURT · BEAUMONT, TX 77706 | Advisory (Plan) | $61,823 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,183 |
Filed as: COMPENSATION STRATEGIES GROUP Service code 13 · EIN 76-0188119 | Contract Administrator | $15,456 |
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 | $343,564 | $54,717+527.9% | $86,209+298.5% | $71,495+380.5% |
| Participation rate | 86.9% | 60.1%+26.8pp | 69.0%+17.9pp | 67.9%+19.0pp |
| Annual return | 25.47% | 20.07%+5.4pp | 1169.05%-1143.6pp | 28.85%-3.4pp |
| Employer contribution / active EE | $6,844 | $1,267+440.2% | $2,381+187.4% | $2,589+164.3% |
| Participant deferral / active EE | $10,714 | $3,110+244.5% | $3,986+168.8% | $4,291+149.7% |
| Admin fee / account holder | $650 | $1,922-66.2% | $6,853-90.5% | $1,588-59.1% |