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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IHT WEALTH MANAGEMENT, LLC Service code 26 | Advisory (Participants) | $8,425 |
Filed as: JOHN HANCOCK LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $983 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,466 | $63,442-88.2% | $68,791-89.1% | $66,914-88.8% |
| Participation rate | 98.7% | 60.0%+38.7pp | 69.0%+29.7pp | 69.8%+28.9pp |
| Annual return | -19.25% | -8.29%-11.0pp | -6.38%-12.9pp | 1.58%-20.8pp |
| Employer contribution / active EE | $684 | $1,775-61.5% | $2,655-74.3% | $2,544-73.1% |
| Participant deferral / active EE | $1,856 | $2,945-37.0% | $3,941-52.9% | $4,237-56.2% |
| Admin fee / account holder | $81 | $577-86.0% | $4,932-98.4% | $593-86.4% |