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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 94-6186900 | Other Fees | $144,449 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,233 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $47,723 |
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 | $205,200 | $66,650+207.9% | $92,916+120.8% | $67,584+203.6% |
| Participation rate | 99.5% | 72.5%+27.0pp | 76.0%+23.5pp | 71.3%+28.2pp |
| Annual return | 20.22% | 92.64%-72.4pp | 109.45%-89.2pp | 378.59%-358.4pp |
| Employer contribution / active EE | $9,743 | $2,777+250.9% | $3,654+166.7% | $2,148+353.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $363 | $199+82.3% | $5,796-93.7% | $142+155.0% |