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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $29,328 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $19,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,458 | $88,117-29.1% | $164,928-62.1% | $74,400-16.1% |
| Participation rate | 96.3% | 73.1%+23.2pp | 78.6%+17.7pp | 67.2%+29.1pp |
| Annual return | 31.66% | 17.27%+14.4pp | 70.08%-38.4pp | 1367.51%-1335.9pp |
| Employer contribution / active EE | $4,277 | $2,596+64.7% | $4,343-1.5% | $2,624+63.0% |
| Participant deferral / active EE | $4,811 | $4,501+6.9% | $6,034-20.3% | $4,348+10.6% |
| Admin fee / account holder | $327 | $2,230-85.3% | $12,684-97.4% | $1,944-83.2% |