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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 26 · EIN 99-2539506 | Advisory (Participants) | $9,032 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $8,632 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,994 | $65,960-51.5% | $81,844-60.9% | $77,736-58.8% |
| Participation rate | 19.6% | 65.8%-46.2pp | 72.4%-52.8pp | 70.6%-51.0pp |
| Annual return | 17.71% | 26.64%-8.9pp | 778.87%-761.2pp | 31.26%-13.5pp |
| Employer contribution / active EE | $1 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,326 | $3,505-62.2% | $4,323-69.3% | $4,651-71.5% |
| Admin fee / account holder | $433 | $526-17.8% | $7,355-94.1% | $433-0.1% |