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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 50 · EIN 13-4144565 | Direct Payment | $5,675 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $1,001 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $19 |
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).
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 | $42,584 | $73,102-41.7% | $123,553-65.5% | $56,289-24.3% |
| Participation rate | 40.8% | 74.3%-33.5pp | 82.3%-41.4pp | 69.9%-29.0pp |
| Annual return | -8.68% | 3.01%-11.7pp | 119.21%-127.9pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,743 | $5,423-12.5% | $6,426-26.2% | $3,350+41.6% |
| Admin fee / account holder | $30 | $554-94.7% | $9,284-99.7% | $521-94.3% |