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| Provider | Service type | Compensation |
|---|---|---|
SG ADVISORS6 years Service code 26 · EIN 82-2963222 471 WEST 36TH AVE, STE 202 · ANCHORAGE, AK 995035853 | Advisory (Participants) | $29,148 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,320 | $82,979+32.9% | $102,412+7.7% | $77,736+41.9% |
| Participation rate | 17.8% | 71.5%-53.7pp | 74.5%-56.7pp | 70.6%-52.8pp |
| Annual return | 16.45% | 19.11%-2.7pp | 24.94%-8.5pp | 31.26%-14.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,504 | $4,109-39.1% | $5,060-50.5% | $4,651-46.2% |
| Admin fee / account holder | $718 | $639+12.4% | $8,388-91.4% | $433+65.6% |