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| Provider | Service type | Compensation |
|---|---|---|
THE O'DELL GROUP LLC4+ years Service code 49 · EIN 31-1631718 | Other Services | $20,356 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $13,396 |
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 | $146,636 | $73,532+99.4% | $178,540-17.9% | $74,459+96.9% |
| Participation rate | 93.4% | 66.6%+26.8pp | 77.1%+16.3pp | 67.2%+26.2pp |
| Annual return | 22.39% | 17.51%+4.9pp | 27.15%-4.8pp | 1369.70%-1347.3pp |
| Employer contribution / active EE | $4,707 | $2,221+111.9% | $3,953+19.1% | $2,626+79.3% |
| Participant deferral / active EE | $10,316 | $4,519+128.3% | $6,281+64.3% | $4,350+137.2% |
| Admin fee / account holder | $379 | $1,813-79.1% | $10,424-96.4% | $1,945-80.5% |