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| Provider | Service type | Compensation |
|---|---|---|
J. MACK1+ years Filed as: MACK FINANCIAL GROUP, INC. Service code 26 | Advisory (Participants) | $51,760 |
Filed as: JOHN HANCOCK Service code 15 | Recordkeeping | $32,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,891 | $71,142+53.1% | $119,608-9.0% | $64,814+68.0% |
| Participation rate | 71.9% | 78.6%-6.7pp | 79.3%-7.4pp | 71.5%+0.4pp |
| Annual return | -18.84% | -10.01%-8.8pp | -14.98%-3.9pp | 32.84%-51.7pp |
| Employer contribution / active EE | $1,076 | $2,497-56.9% | $4,232-74.6% | $2,507-57.1% |
| Participant deferral / active EE | $6,079 | $4,490+35.4% | $5,601+8.5% | $4,310+41.0% |
| Admin fee / account holder | $369 | $162+127.7% | $10,326-96.4% | $188+96.6% |