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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 | $88,186-29.2% | $165,071-62.2% | $74,459-16.1% |
| Participation rate | 96.3% | 73.1%+23.2pp | 78.6%+17.7pp | 67.2%+29.1pp |
| Annual return | 31.66% | 17.13%+14.5pp | 70.17%-38.5pp | 1369.70%-1338.0pp |
| Employer contribution / active EE | $4,277 | $2,600+64.5% | $4,347-1.6% | $2,626+62.9% |
| Participant deferral / active EE | $4,811 | $4,505+6.8% | $6,035-20.3% | $4,350+10.6% |
| Admin fee / account holder | $327 | $2,234-85.4% | $12,695-97.4% | $1,945-83.2% |