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| Provider | Service type | Compensation |
|---|---|---|
PROVENANCE WEALTH ADVISORS2+ years Service code 26 · EIN 65-0978008 515 EAST LAS OLAS BLVD. · FT. LAUDERDALE, FL 33301 | Advisory (Participants) | $6,826 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,501 | $43,133-78.0% | $89,414-89.4% | $73,493-87.1% |
| Participation rate | 59.8% | 55.0%+4.9pp | 68.0%-8.1pp | 70.7%-10.8pp |
| Annual return | 32.79% | 135.66%-102.9pp | 245.50%-212.7pp | 28.51%+4.3pp |
| Employer contribution / active EE | $608 | $1,438-57.7% | $2,586-76.5% | $2,270-73.2% |
| Participant deferral / active EE | $3,240 | $2,445+32.5% | $3,890-16.7% | $3,740-13.4% |
| Admin fee / account holder | $168 | $444-62.0% | $4,883-96.6% | $513-67.2% |