Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $36,260 |
FORVIS, LLP3 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $25,235 |
FROST, PLLC1 year Service code 10 · EIN 71-0817652 | Accounting | $15,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,853 | $66,486-59.6% | $81,370-67.0% | $77,762-65.5% |
| Participation rate | 91.1% | 68.7%+22.4pp | 69.5%+21.5pp | 70.6%+20.5pp |
| Annual return | 12.24% | 15.95%-3.7pp | 24.85%-12.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $867 | $2,158-59.8% | $2,464-64.8% | $2,728-68.2% |
| Participant deferral / active EE | $1,632 | $3,677-55.6% | $3,885-58.0% | $4,651-64.9% |
| Admin fee / account holder | $370 | $586-36.8% | $5,749-93.6% | $433-14.5% |