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 |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $20,497 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,148 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,018 | $69,823-61.3% | $76,902-64.9% | $74,473-63.7% |
| Participation rate | 76.7% | 70.0%+6.7pp | 69.6%+7.1pp | 70.7%+6.0pp |
| Annual return | 17.84% | 19.99%-2.1pp | 37.91%-20.1pp | 34.36%-16.5pp |
| Employer contribution / active EE | $1,200 | $2,148-44.1% | $2,534-52.6% | $2,638-54.5% |
| Participant deferral / active EE | $1,360 | $3,558-61.8% | $3,833-64.5% | $4,530-70.0% |
| Admin fee / account holder | $363 | $398-8.7% | $5,479-93.4% | $347+4.6% |