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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,857 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,479 | $110,410-48.8% | $102,437-44.9% | $145,897-61.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -72.47% | 24.85%-97.3pp | 24.95%-97.4pp | 552.29%-624.8pp |
| Employer contribution / active EE | $1,104 | $4,217-73.8% | $3,871-71.5% | $4,663-76.3% |
| Participant deferral / active EE | $77,180 | $5,622+1272.9% | $5,060+1425.3% | $6,689+1053.8% |
| Admin fee / account holder | $338 | $9,745-96.5% | $8,388-96.0% | $13,390-97.5% |