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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $32,515 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $25,000 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $15,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,235 | $65,246+21.4% | $98,716-19.7% | $67,986+16.5% |
| Participation rate | 31.0% | 51.4%-20.4pp | 69.3%-38.3pp | 57.2%-26.2pp |
| Annual return | 12.02% | 20.58%-8.6pp | 31.81%-19.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $273 | $1,042-73.8% | $2,279-88.0% | $2,019-86.5% |
| Participant deferral / active EE | $1,420 | $2,594-45.3% | $4,048-64.9% | $3,358-57.7% |
| Admin fee / account holder | $668 | $4,561-85.4% | $8,703-92.3% | $3,203-79.1% |