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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,615 |
Filed as: MAYFLOWER FINNCIAL ADVISORS, INC Service code 27 · EIN 48-4826355 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,614 | $82,188-22.6% | $125,391-49.3% | $64,824-1.9% |
| Participation rate | 14.3% | 77.9%-63.6pp | 82.4%-68.1pp | 71.5%-57.2pp |
| Annual return | -15.34% | 3.50%-18.8pp | 572.41%-587.8pp | 32.84%-48.2pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,676 | $7,177-76.6% | $7,448-77.5% | $4,311-61.1% |
| Admin fee / account holder | $256 | $163+57.1% | $10,009-97.4% | $188+36.5% |