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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $137,436 |
RBC WEALTH MANAGEMENT6+ years Service code 16 · EIN 41-1416330 | Consulting | $59,354 |
HUTCHINSON AND BLOODGOOD LLP6+ years Filed as: HUTCHINSON AND BLOODGOOD, LLP Service code 10 · EIN 95-0858589 | Accounting | $10,500 |
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).
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 | $168,331 | $91,517+83.9% | $101,275+66.2% | $73,412+129.3% |
| Participation rate | 92.9% | 73.8%+19.1pp | 75.8%+17.1pp | 72.2%+20.7pp |
| Annual return | 14.36% | 17.17%-2.8pp | 46.48%-32.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $4,873 | $2,877+69.4% | $3,660+33.1% | $2,234+118.1% |
| Participant deferral / active EE | $13,781 | $3,338+312.8% | $4,371+215.3% | $3,806+262.1% |
| Admin fee / account holder | $620 | $216+187.2% | $5,948-89.6% | $158+292.6% |