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| Provider | Service type | Compensation |
|---|---|---|
WC ADMINISTRATORS, LLC1 year Service code 13 433 SOUTH 400 EAST · SALT LAKE CITY, UT 84111 | Contract Administrator | $466 |
Filed as: JOHN HANCOCK INSURANCE CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $186 |
Service code 99 6011 W COURTYARD DRIVE · AUSTIN, TN 78730 | Other Fees | $183 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $53 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 P.O BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,690 | $58,726-25.6% | $92,240-52.6% | $62,293-29.9% |
| Participation rate | 50.9% | 68.3%-17.5pp | 76.5%-25.6pp | 69.5%-18.6pp |
| Annual return | 18.64% | 43.62%-25.0pp | 176.29%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $947 | $2,392-60.4% | $3,680-74.3% | $2,042-53.6% |
| Participant deferral / active EE | $2,396 | $2,766-13.4% | $3,897-38.5% | $3,169-24.4% |
| Admin fee / account holder | $171 | $556-69.3% | $5,194-96.7% | $479-64.4% |