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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $193,261 |
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $119,380 |
VERUS5 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $58,250 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $52,547 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPA Service code 10 6510 MILLROCK DR · HOLLADAY, UT 84121 | Accounting | $43,027 |
Filed as: MONDRESS MONACO PARR LOCKWOOD Service code 29 · EIN 91-1917286 | Legal | $36,410 |
JB NIBLEY INSURANCE1 year Filed as: J.B. NIBLEY INSURANCE Service code 23 · EIN 93-0494041 | Insurance brokerage commissions and f... | $8,222 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,598 | $45,109+1.1% | $85,187-46.5% | $77,736-41.3% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 11.60% | 79.55%-68.0pp | 66.67%-55.1pp | 31.26%-19.7pp |
| Employer contribution / active EE | $3,917 | $1,602+144.5% | $2,732+43.3% | $2,728+43.6% |
| Participant deferral / active EE | $2,933 | $2,814+4.2% | $4,525-35.2% | $4,651-36.9% |
| Admin fee / account holder | $377 | $915-58.8% | $6,162-93.9% | $433-13.0% |