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| Provider | Service type | Compensation |
|---|---|---|
LEVY & ASSOCIATES3 years Service code 12 · EIN 65-0622023 2890 W. STATE ROAD 84 · FT. LAUDERDALE, FL 33312 | Consulting fees; Participant loan pro... | $26,056 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,251 | $34,316+49.3% | $74,722-31.4% | $72,975-29.8% |
| Participation rate | 55.0% | 42.4%+12.6pp | 54.5%+0.5pp | 69.5%-14.5pp |
| Annual return | 17.33% | 26.58%-9.3pp | 753.11%-735.8pp | 81.01%-63.7pp |
| Employer contribution / active EE | $2,693 | $692+289.2% | $1,084+148.3% | $2,440+10.3% |
| Participant deferral / active EE | $4,405 | $1,272+246.4% | $1,963+124.4% | $3,608+22.1% |
| Admin fee / account holder | $318 | $2,125-85.0% | $3,335-90.5% | $5,124-93.8% |