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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 | $73,459+99.6% | $178,528-17.9% | $74,429+97.0% |
| Participation rate | 93.4% | 66.5%+26.9pp | 77.1%+16.3pp | 67.2%+26.2pp |
| Annual return | 22.39% | 17.50%+4.9pp | 27.11%-4.7pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $4,707 | $2,219+112.1% | $3,950+19.2% | $2,625+79.3% |
| Participant deferral / active EE | $10,316 | $4,515+128.5% | $6,278+64.3% | $4,348+137.3% |
| Admin fee / account holder | $379 | $1,812-79.1% | $10,419-96.4% | $1,944-80.5% |