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| Provider | Service type | Compensation |
|---|---|---|
LEVY & ASSOCIATES4 years Service code 12 · EIN 65-0622023 2890 W. STATE ROAD 84 · FT. LAUDERDALE, FL 33312 | Participant loan processing; Contract... | $24,382 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,418 | $37,426+45.4% | $77,482-29.8% | $79,858-31.9% |
| Participation rate | 53.1% | 41.5%+11.6pp | 54.2%-1.1pp | 69.6%-16.5pp |
| Annual return | 10.00% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,165 | $637+240.0% | $986+119.4% | $2,471-12.4% |
| Participant deferral / active EE | $3,229 | $1,260+156.3% | $1,861+73.5% | $3,740-13.7% |
| Admin fee / account holder | $186 | $2,504-92.6% | $2,858-93.5% | $5,306-96.5% |