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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 80-0709115 | Recordkeeping | $30,114 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 23-2384840 | Advisory (Participants) | $25,526 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 12 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Claims processing; Recordkeeping and ... | $14,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,463 | $138,891-60.1% | $185,441-70.1% | $65,191-14.9% |
| Participation rate | 36.9% | 74.2%-37.4pp | 80.3%-43.4pp | 63.0%-26.1pp |
| Annual return | 15.41% | 10.99%+4.4pp | 20.16%-4.8pp | 51.24%-35.8pp |
| Employer contribution / active EE | $1,294 | $3,142-58.8% | $4,672-72.3% | $2,400-46.1% |
| Participant deferral / active EE | $1,142 | $3,459-67.0% | $6,152-81.4% | $2,671-57.2% |
| Admin fee / account holder | $303 | $864-64.9% | $17,890-98.3% | $907-66.6% |