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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $241,282 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $56,784 |
REDPATH AND COMPANY1+ years Filed as: REDPATH AND COMPANY LLC Service code 10 · EIN 92-0370318 400 ROBERT ST N #1600 · ST.PAUL, MN 55101 | Accounting | $22,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,788 | $110,137-35.7% | $161,149-56.1% | $82,637-14.3% |
| Participation rate | 84.0% | 72.4%+11.7pp | 78.8%+5.2pp | 68.1%+16.0pp |
| Annual return | 14.24% | 20.69%-6.4pp | 21.16%-6.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,026 | $2,856-29.1% | $4,360-53.5% | $2,552-20.6% |
| Participant deferral / active EE | $3,153 | $4,575-31.1% | $6,153-48.8% | $4,126-23.6% |
| Admin fee / account holder | $425 | $9,467-95.5% | $15,194-97.2% | $7,339-94.2% |