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| Provider | Service type | Compensation |
|---|---|---|
SG ADVISORS4 years Service code 26 · EIN 82-2963222 471 WEST 36TH AVE, STE 202 · ANCHORAGE, AK 995035853 | Advisory (Participants) | $26,722 |
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 | $63,309 | $106,236-40.4% | $112,258-43.6% | $64,814-2.3% |
| Participation rate | 16.1% | 71.7%-55.6pp | 75.1%-59.0pp | 71.5%-55.4pp |
| Annual return | -17.36% | -6.02%-11.3pp | 27.47%-44.8pp | 32.84%-50.2pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,773 | $3,785-53.2% | $4,728-62.5% | $4,310-58.9% |
| Admin fee / account holder | $454 | $452+0.5% | $6,411-92.9% | $188+141.6% |