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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,094 |
Service code 27 | Advisory (Plan) | $491 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,140 | $69,383-65.2% | $101,275-76.2% | $73,497-67.2% |
| Participation rate | 89.3% | 68.4%+20.9pp | 75.8%+13.5pp | 70.7%+18.6pp |
| Annual return | 16.21% | 18.46%-2.3pp | 46.48%-30.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $754 | $2,628-71.3% | $3,660-79.4% | $2,270-66.8% |
| Participant deferral / active EE | $1,201 | $3,301-63.6% | $4,371-72.5% | $3,740-67.9% |
| Admin fee / account holder | $121 | $704-82.8% | $5,948-98.0% | $513-76.4% |