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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $37,443 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,873 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,214 | $70,917+72.3% | $98,920+23.5% | $73,493+66.3% |
| Participation rate | 44.2% | 73.8%-29.6pp | 76.0%-31.8pp | 70.7%-26.4pp |
| Annual return | 13.81% | 34.18%-20.4pp | 196.47%-182.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,572 | $3,501-26.5% | $4,245-39.4% | $3,740-31.2% |
| Admin fee / account holder | $720 | $535+34.5% | $6,643-89.2% | $513+40.2% |