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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 94-6186900 | Other Fees | $214,180 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $75,244 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $50,625 |
RAEL & LETSON4 years Service code 16 · EIN 94-1701048 | Consulting | $19,500 |
TRUCKER HUSS5 years Service code 29 · EIN 94-3216063 | Legal | $17,920 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $17,715 |
Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $13,954 |
COMPLIANCE AUDIT SERVICES4 years Service code 10 · EIN 94-3134229 | Accounting | $13,298 |
Filed as: NEYHART ANDERSON Service code 29 · EIN 94-2576729 | Legal | $6,636 |
VINTAGE COMMUNICATIONS1 year Service code 49 · EIN 05-5408399 | Other Services | $5,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,803 | $78,275+233.2% | $109,191+138.9% | $86,828+200.4% |
| Participation rate | 97.5% | 73.8%+23.7pp | 75.9%+21.7pp | 72.3%+25.2pp |
| Annual return | 11.96% | 19.14%-7.2pp | 25.76%-13.8pp | 97.95%-86.0pp |
| Employer contribution / active EE | $9,586 | $3,105+208.7% | $3,723+157.5% | $2,406+298.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $306 | $198+54.2% | $6,756-95.5% | $170+80.5% |